LF
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LifeSteps Financial’s iShares Biotechnology ETF IBB Stock Holding History

LifeSteps Financial’s Portfolio IBB Stock Details IBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.9K Buy
+10
New +$1.72K ﹤0.01% 683

Other funds holding IBB

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

LifeSteps Financial's IBB Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares Biotechnology ETF (IBB) in Q2 2026: 10 shares worth $1.9K. The stake represents ﹤0.01% of the portfolio and ranks #683 among its holdings.

386 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • LifeSteps Financial held 10 shares of iShares Biotechnology ETF worth $1.9K as of Q2 2026.
  • iShares Biotechnology ETF was a new LifeSteps Financial position in Q2 2026.
  • iShares Biotechnology ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #683 holding.
  • 386 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.