NP
IBB icon

NorthRock Partners’s iShares Biotechnology ETF IBB Stock Holding History

NorthRock Partners’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
Q1 		$216K Sell
1,278
-11
-0.9% -$1.88K ﹤0.01% 608
2025
Q4 		$218K Buy
+1,289
New +$209K ﹤0.01% 552
2025
Q3 		– Sell
-2,166
Closed -$274K – 889
2025
Q2 		$274K Sell
2,166
-44
-2% -$5.4K 0.01% 560
2025
Q1 		$283K Buy
2,210
+33
+2% +$4.47K 0.01% 481
2024
Q4 		$288K Sell
2,177
-119
-5% -$16.7K 0.01% 481
2024
Q3 		$334K Hold
2,296
– – 0.01% 462
2024
Q2 		$315K Sell
2,296
-50
-2% -$6.67K 0.01% 457
2024
Q1 		$322K Sell
2,346
-201
-8% -$27.4K 0.01% 462
2023
Q4 		$346K Buy
+2,547
New +$311K 0.01% 423
2022
Q2 		– Sell
-3,555
Closed -$463K – 328
2022
Q1 		$463K Sell
3,555
-443
-11% -$57.7K 0.04% 180
2021
Q4 		$610K Buy
3,998
+681
+21% +$105K 0.05% 150
2021
Q3 		$552K Sell
3,317
-130
-4% -$21.9K 0.05% 152
2021
Q2 		$564K Buy
3,447
+90
+3% +$13.9K 0.05% 128
2021
Q1 		$505K Buy
3,357
+157
+5% +$24.9K 0.05% 119
2020
Q4 		$485K Buy
+3,200
New +$457K 0.05% 130

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NorthRock Partners's IBB Position: Q1 2026 in Review

NorthRock Partners reduced its iShares Biotechnology ETF (IBB) stake by 0.85% in Q1 2026, selling an estimated $1.88K and leaving 1,278 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

NorthRock Partners first reported a position in IBB in Q4 2020 and has held it in 15 quarters since. The position peaked at $610K in Q4 2021. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • NorthRock Partners held 1,278 shares of iShares Biotechnology ETF worth $216K as of Q1 2026.
  • NorthRock Partners sold 11 iShares Biotechnology ETF shares in Q1 2026, an estimated $1.88K.
  • iShares Biotechnology ETF made up ﹤0.01% of NorthRock Partners's portfolio in Q1 2026, its #608 holding.
  • NorthRock Partners first reported a position in iShares Biotechnology ETF in Q4 2020 and has held it in 15 quarters since.
  • NorthRock Partners's iShares Biotechnology ETF position peaked at $610K in Q4 2021.
  • 917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.