Mogy Joel R Investment Counsel’s iShares Biotechnology ETF IBB Stock Holding History

Mogy Joel R Investment Counsel’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	$185K	Hold	975	–	–	0.01%	103
2026 Q1	$165K	Hold	975	–	–	0.01%	98
2025 Q4	$165K	Hold	975	–	–	0.01%	99
2025 Q3	$141K	Hold	975	–	–	0.01%	101
2025 Q2	$123K	Hold	975	–	–	0.01%	102
2025 Q1	$125K	Hold	975	–	–	0.01%	98
2024 Q4	$129K	Hold	975	–	–	0.01%	100
2024 Q3	$142K	Hold	975	–	–	0.01%	102
2024 Q2	$134K	Hold	975	–	–	0.01%	99
2024 Q1	$134K	Hold	975	–	–	0.01%	104
2023 Q4	$132K	Hold	975	–	–	0.01%	101
2023 Q3	$119K	Hold	975	–	–	0.01%	102
2023 Q2	$124K	Hold	975	–	–	0.01%	112
2023 Q1	$126K	Buy	+975	New	+$128K	0.01%	114

Other funds holding IBB

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Mogy Joel R Investment Counsel's IBB Position: Q2 2026 in Review

Mogy Joel R Investment Counsel held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 975 shares worth $185K. The position accounts for 0.01% of the portfolio, ranked #103.

Mogy Joel R Investment Counsel first reported a position in IBB in Q1 2023 and has held it in 14 quarters since. 395 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Mogy Joel R Investment Counsel held 975 shares of iShares Biotechnology ETF worth $185K as of Q2 2026.
Mogy Joel R Investment Counsel left its iShares Biotechnology ETF share count unchanged in Q2 2026.
iShares Biotechnology ETF made up 0.01% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #103 holding.
Mogy Joel R Investment Counsel first reported a position in iShares Biotechnology ETF in Q1 2023 and has held it in 14 quarters since.
395 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.