Morris Financial Concepts’s iShares Biotechnology ETF IBB Stock Holding History

Morris Financial Concepts’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	$17.1K	Buy	90 +63	+233%	+$10.8K	0.01%	174
2026 Q1	$4.56K	Hold	27	–	–	﹤0.01%	184
2025 Q4	$4.56K	Hold	27	–	–	﹤0.01%	181
2025 Q3	$3.9K	Hold	27	–	–	﹤0.01%	187
2025 Q2	$3.42K	Hold	27	–	–	﹤0.01%	188
2025 Q1	$3.45K	Hold	27	–	–	﹤0.01%	188
2024 Q4	$3.57K	Hold	27	–	–	﹤0.01%	172
2024 Q3	$3.93K	Hold	27	–	–	﹤0.01%	177
2024 Q2	$3.71K	Hold	27	–	–	﹤0.01%	150
2024 Q1	$3.71K	Hold	27	–	–	﹤0.01%	153
2023 Q4	$3.67K	Hold	27	–	–	﹤0.01%	150
2023 Q3	$3.3K	Hold	27	–	–	﹤0.01%	139
2023 Q2	$3.43K	Hold	27	–	–	﹤0.01%	141
2023 Q1	$3.49K	Hold	27	–	–	﹤0.01%	135
2022 Q4	$3.54K	Hold	27	–	–	﹤0.01%	127
2022 Q3	$3K	Hold	27	–	–	﹤0.01%	104
2022 Q2	$3K	Hold	27	–	–	﹤0.01%	111
2022 Q1	$4K	Hold	27	–	–	﹤0.01%	106
2021 Q4	$4K	Buy	+27	New	+$4.18K	﹤0.01%	95

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morris Financial Concepts's IBB Position: Q2 2026 in Review

Morris Financial Concepts increased its iShares Biotechnology ETF (IBB) stake by 233% in Q2 2026, buying an estimated $10.8K and bringing the position to 90 shares worth $17.1K. The position accounts for 0.01% of the portfolio, ranked #174.

Morris Financial Concepts first reported a position in IBB in Q4 2021 and has held it in 19 quarters since. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Morris Financial Concepts held 90 shares of iShares Biotechnology ETF worth $17.1K as of Q2 2026.
Morris Financial Concepts bought 63 iShares Biotechnology ETF shares in Q2 2026, an estimated $10.8K.
iShares Biotechnology ETF made up 0.01% of Morris Financial Concepts's portfolio in Q2 2026, its #174 holding.
Morris Financial Concepts first reported a position in iShares Biotechnology ETF in Q4 2021 and has held it in 19 quarters since.
954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.