LF
IBB icon

Lighthouse Financial’s iShares Biotechnology ETF IBB Stock Holding History

Lighthouse 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
Q3 		$3.78M Buy
17,966
+8,496
+90% +$1.7M 1.7% 20
2026
Q2 		$1.8M Buy
9,470
+1,610
+20% +$277K 0.93% 28
2026
Q1 		$1.33M Buy
7,860
+4,850
+161% +$829K 0.8% 26
2025
Q4 		$508K Hold
3,010
– – 0.33% 39
2025
Q3 		$435K Hold
3,010
– – 0.29% 49
2025
Q2 		$381K Sell
3,010
-200
-6% -$24.6K 0.29% 50
2025
Q1 		$411K Hold
3,210
– – 0.35% 43
2024
Q4 		$424K Buy
+3,210
New +$451K 0.34% 45

Other funds holding IBB

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
Appleton Partners
Appleton Partners Boston, Massachusetts $1.63B AUM 29.96% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Investment House LLC
Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

Lighthouse Financial's IBB Position: Q3 2026 in Review

Lighthouse Financial increased its iShares Biotechnology ETF (IBB) stake by 90% in Q3 2026, buying an estimated $1.7M and bringing the position to 17,966 shares worth $3.78M. The position accounts for 1.7% of the portfolio, ranked #20.

Lighthouse Financial first reported a position in IBB in Q4 2024 and has held it in 8 quarters since. 434 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

  • Lighthouse Financial held 17,966 shares of iShares Biotechnology ETF worth $3.78M as of Q3 2026.
  • Lighthouse Financial bought 8,496 iShares Biotechnology ETF shares in Q3 2026, an estimated $1.7M.
  • iShares Biotechnology ETF made up 1.7% of Lighthouse Financial's portfolio in Q3 2026, its #20 holding.
  • Lighthouse Financial first reported a position in iShares Biotechnology ETF in Q4 2024 and has held it in 8 quarters since.
  • 434 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Lighthouse Financial's 13F filing for Q3 2026, filed 23 Oct 2026.