Matthew Hamilton Rosenberg’s iShares Biotechnology ETF IBB Stock Holding History

Matthew Hamilton Rosenberg’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	$34.1K	Hold	162	–	–	0.01%	497
2026 Q2	$30.8K	Hold	162	–	–	0.01%	493
2026 Q1	$27.3K	Hold	162	–	–	0.01%	503
2025 Q4	$27.3K	Hold	162	–	–	0.01%	501
2025 Q3	$23.4K	Hold	162	–	–	0.01%	519
2025 Q2	$20.5K	Hold	162	–	–	﹤0.01%	557
2025 Q1	$20.7K	Hold	162	–	–	0.01%	531
2024 Q4	$21.4K	Hold	162	–	–	0.01%	532
2024 Q3	$23.6K	Hold	162	–	–	0.01%	531
2024 Q2	$22.2K	Hold	162	–	–	0.01%	516
2024 Q1	$22.1K	Sell	162 -4	-2%	-$546	0.01%	533
2023 Q4	$22.5K	Buy	166 +1	+0.6%	+$122	0.01%	529
2023 Q3	$20.2K	Hold	165	–	–	0.01%	531
2023 Q2	$21K	Buy	165 +4	+2%	+$520	0.01%	536
2023 Q1	$20.8K	Hold	161	–	–	0.01%	580
2022 Q4	$21.2K	Hold	161	–	–	0.01%	569
2022 Q3	$19K	Hold	161	–	–	0.01%	569
2022 Q2	$19K	Sell	161 -59	-27%	-$7K	0.01%	584
2022 Q1	$29K	Buy	220 +59	+37%	+$7.68K	0.01%	525
2021 Q4	$25K	Hold	161	–	–	0.01%	503
2021 Q3	$26K	Hold	161	–	–	0.01%	477
2021 Q2	$26K	Hold	161	–	–	0.01%	447
2021 Q1	$24K	Buy	161 +1	+0.6%	+$159	0.01%	426
2020 Q4	$24K	Hold	160	–	–	0.02%	409
2020 Q3	$22K	Hold	160	–	–	0.02%	388
2020 Q2	$22K	Buy	+160	New	+$20.4K	0.02%	408

Other funds holding IBB

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return

Matthew Hamilton Rosenberg's IBB Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its iShares Biotechnology ETF (IBB) position steady in Q3 2026 at 162 shares worth $34.1K. The position accounts for 0.01% of the portfolio, ranked #497.

Matthew Hamilton Rosenberg first reported a position in IBB in Q2 2020 and has held it in 26 quarters since. 603 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

Matthew Hamilton Rosenberg held 162 shares of iShares Biotechnology ETF worth $34.1K as of Q3 2026.
Matthew Hamilton Rosenberg left its iShares Biotechnology ETF share count unchanged in Q3 2026.
iShares Biotechnology ETF made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #497 holding.
Matthew Hamilton Rosenberg first reported a position in iShares Biotechnology ETF in Q2 2020 and has held it in 26 quarters since.
603 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.