Novak & Powell Financial Services’s iShares Biotechnology ETF IBB Stock Holding History

Novak & Powell 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 Q1	$1.82M	Buy	10,797 +14	+0.1%	+$2.39K	0.98%	22
2025 Q4	$1.82M	Sell	10,783 -98	-0.9%	-$15.9K	0.95%	24
2025 Q3	$1.57M	Buy	10,881 +2,558	+31%	+$349K	0.83%	33
2025 Q2	$1.05M	Sell	8,323 -2,392	-22%	-$294K	0.73%	27
2025 Q1	$1.37M	Sell	10,715 -627	-6%	-$85K	0.85%	31
2024 Q4	$1.5M	Sell	11,342 -251	-2%	-$35.3K	0.89%	28
2024 Q3	$1.69M	Buy	11,593 +3	+0%	+$434	0.98%	28
2024 Q2	$1.59M	Buy	11,590 +2,856	+33%	+$381K	0.99%	27
2024 Q1	$1.2M	Sell	8,734 -2,695	-24%	-$368K	0.9%	26
2023 Q4	$1.56M	Buy	+11,429	New	+$1.39M	1.04%	25

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Novak & Powell Financial Services's IBB Position: Q1 2026 in Review

Novak & Powell Financial Services increased its iShares Biotechnology ETF (IBB) stake by 0.13% in Q1 2026, buying an estimated $2.39K and bringing the position to 10,797 shares worth $1.82M. The position accounts for 0.98% of the portfolio, ranked #22.

Novak & Powell Financial Services first reported a position in IBB in Q4 2023 and has held it in 10 quarters since. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

Novak & Powell Financial Services held 10,797 shares of iShares Biotechnology ETF worth $1.82M as of Q1 2026.
Novak & Powell Financial Services bought 14 iShares Biotechnology ETF shares in Q1 2026, an estimated $2.39K.
iShares Biotechnology ETF made up 0.98% of Novak & Powell Financial Services's portfolio in Q1 2026, its #22 holding.
Novak & Powell Financial Services first reported a position in iShares Biotechnology ETF in Q4 2023 and has held it in 10 quarters since.
917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.