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

MTM 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 		$353K Sell
1,857
-61
-3% -$10.5K 0.15% 68
2026
Q1 		$314K Sell
1,918
-61
-3% -$10.4K 0.15% 69
2025
Q4 		$324K Buy
1,979
+1
+0.1% +$162 0.15% 67
2025
Q3 		$277K Hold
1,978
– – 0.14% 72
2025
Q2 		$243K Sell
1,978
-108
-5% -$13.3K 0.13% 72
2025
Q1 		$259K Sell
2,086
-51
-2% -$6.92K 0.15% 67
2024
Q4 		$275K Sell
2,137
-146
-6% -$20.5K 0.16% 64
2024
Q3 		$324K Sell
2,283
-24
-1% -$3.47K 0.2% 57
2024
Q2 		$308K Sell
2,307
-75
-3% -$10K 0.2% 56
2024
Q1 		$319K Sell
2,382
-141
-6% -$19.3K 0.21% 51
2023
Q4 		$335K Sell
2,523
-73
-3% -$8.91K 0.24% 41
2023
Q3 		$310K Sell
2,596
-203
-7% -$25.8K 0.26% 41
2023
Q2 		$348K Buy
2,799
+17
+0.6% +$2.21K 0.29% 39
2023
Q1 		$352K Buy
2,782
+25
+0.9% +$3.27K 0.31% 35
2022
Q4 		$354K Hold
2,757
– – 0.31% 37
2022
Q3 		$315K Sell
2,757
-517
-16% -$64.2K 0.29% 35
2022
Q2 		$378K Sell
3,274
-227
-6% -$26.9K 0.33% 36
2022
Q1 		$448K Buy
+3,501
New +$456K 0.47% 32

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

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

MTM Financial Group reduced its iShares Biotechnology ETF (IBB) stake by 3.2% in Q2 2026, selling an estimated $10.5K and leaving 1,857 shares worth $353K. The position accounts for 0.15% of the portfolio, ranked #68.

MTM Financial Group first reported a position in IBB in Q1 2022 and has held it in 18 quarters since. The position peaked at $448K in Q1 2022. 953 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • MTM Financial Group held 1,857 shares of iShares Biotechnology ETF worth $353K as of Q2 2026.
  • MTM Financial Group sold 61 iShares Biotechnology ETF shares in Q2 2026, an estimated $10.5K.
  • iShares Biotechnology ETF made up 0.15% of MTM Financial Group's portfolio in Q2 2026, its #68 holding.
  • MTM Financial Group first reported a position in iShares Biotechnology ETF in Q1 2022 and has held it in 18 quarters since.
  • MTM Financial Group's iShares Biotechnology ETF position peaked at $448K in Q1 2022.
  • 953 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on MTM Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.