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Merit Financial Group’s iShares Biotechnology ETF IBB Stock Holding History

Merit Financial Group’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 		$1.98M Buy
10,434
+3,264
+46% +$561K 0.01% 756
2026
Q1 		$1.21M Buy
7,170
+1,527
+27% +$261K 0.01% 893
2025
Q4 		$952K Sell
5,643
-1,275
-18% -$207K 0.01% 974
2025
Q3 		$999K Sell
6,918
-7,795
-53% -$1.06M 0.01% 866
2025
Q2 		$1.86M Sell
14,713
-202
-1% -$24.8K 0.02% 552
2025
Q1 		$1.91M Sell
14,915
-2,041
-12% -$277K 0.03% 432
2024
Q4 		$2.24M Sell
16,956
-824
-5% -$116K 0.04% 332
2024
Q3 		$2.59M Buy
17,780
+620
+4% +$89.7K 0.06% 243
2024
Q2 		$2.36M Sell
17,160
-310
-2% -$41.4K 0.05% 250
2024
Q1 		$2.32M Buy
+17,470
New +$2.39M 0.06% 244
2023
Q4 		– Sell
-5,357
Closed -$655K – 797
2023
Q3 		$655K Sell
5,357
-23,604
-82% -$3M 0.02% 398
2023
Q2 		$3.68M Sell
28,961
-366
-1% -$47.5K 0.12% 131
2023
Q1 		$3.79M Sell
29,327
-1,355
-4% -$177K 0.14% 112
2022
Q4 		$4.03M Sell
30,682
-1,019
-3% -$132K 0.15% 104
2022
Q3 		$3.71M Sell
31,701
-2,439
-7% -$303K 0.16% 82
2022
Q2 		$4.02M Buy
34,140
+3,265
+11% +$388K 0.12% 104
2022
Q1 		$4.02M Buy
+30,875
New +$4.02M 0.24% 64

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Merit Financial Group's IBB Position: Q2 2026 in Review

Merit Financial Group increased its iShares Biotechnology ETF (IBB) stake by 46% in Q2 2026, buying an estimated $561K and bringing the position to 10,434 shares worth $1.98M. The position accounts for 0.01% of the portfolio, ranked #756.

Merit Financial Group first reported a position in IBB in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.03M in Q4 2022. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Merit Financial Group held 10,434 shares of iShares Biotechnology ETF worth $1.98M as of Q2 2026.
  • Merit Financial Group bought 3,264 iShares Biotechnology ETF shares in Q2 2026, an estimated $561K.
  • iShares Biotechnology ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #756 holding.
  • Merit Financial Group first reported a position in iShares Biotechnology ETF in Q1 2022 and has held it in 17 quarters since.
  • Merit Financial Group's iShares Biotechnology ETF position peaked at $4.03M in Q4 2022.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

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