Montgomery Financial Services’s iShares Biotechnology ETF IBB Stock Holding History

Montgomery Financial Services’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	$10.8K	Buy	+57	New	+$9.8K	0.01%	163

Other funds holding IBB

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Montgomery Financial Services's IBB Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in iShares Biotechnology ETF (IBB) in Q2 2026: 57 shares worth $10.8K. The stake represents 0.01% of the portfolio and ranks #163 among its holdings.

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

Montgomery Financial Services held 57 shares of iShares Biotechnology ETF worth $10.8K as of Q2 2026.
iShares Biotechnology ETF was a new Montgomery Financial Services position in Q2 2026.
iShares Biotechnology ETF made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #163 holding.
926 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.