Nikulski Financial’s iShares Biotechnology ETF IBB Stock Holding History

Nikulski Financial’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	$935K	Buy	4,915 +3,077	+167%	+$529K	0.2%	93
2026 Q1	$310K	Sell	1,838 -1,684	-48%	-$288K	0.08%	151
2025 Q4	$594K	Buy	+3,522	New	+$572K	0.14%	109
2024 Q1	–	Sell	-1,727	Closed	-$235K	–	134
2023 Q4	$235K	Sell	1,727 -8,108	-82%	-$989K	0.09%	121
2023 Q3	$1.2M	Buy	9,835 +2,003	+26%	+$255K	0.5%	50
2023 Q2	$994K	Buy	7,832 +858	+12%	+$111K	0.41%	61
2023 Q1	$901K	Buy	6,974 +7	+0.1%	+$916	0.4%	62
2022 Q4	$915K	Buy	6,967 +4,782	+219%	+$618K	0.44%	55
2022 Q3	$256K	Hold	2,185	–	–	0.13%	104
2022 Q2	$257K	Sell	2,185 -40	-2%	-$4.75K	0.13%	112
2022 Q1	$290K	Buy	+2,225	New	+$290K	0.12%	104
2020 Q3	–	Sell	-4,902	Closed	-$670K	–	106
2020 Q2	$670K	Buy	4,902 +1,543	+46%	+$197K	0.47%	55
2020 Q1	$362K	Buy	+3,359	New	+$387K	0.32%	65

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

Nikulski Financial's IBB Position: Q2 2026 in Review

Nikulski Financial increased its iShares Biotechnology ETF (IBB) stake by 167% in Q2 2026, buying an estimated $529K and bringing the position to 4,915 shares worth $935K. The position accounts for 0.2% of the portfolio, ranked #93.

Nikulski Financial first reported a position in IBB in Q1 2020 and has held it in 13 quarters since. The position peaked at $1.2M in Q3 2023. 386 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Nikulski Financial held 4,915 shares of iShares Biotechnology ETF worth $935K as of Q2 2026.
Nikulski Financial bought 3,077 iShares Biotechnology ETF shares in Q2 2026, an estimated $529K.
iShares Biotechnology ETF made up 0.2% of Nikulski Financial's portfolio in Q2 2026, its #93 holding.
Nikulski Financial first reported a position in iShares Biotechnology ETF in Q1 2020 and has held it in 13 quarters since.
Nikulski Financial's iShares Biotechnology ETF position peaked at $1.2M in Q3 2023.
386 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.