Ogorek Anthony Joseph’s iShares Biotechnology ETF IBB Stock Holding History

Ogorek Anthony Joseph’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	$3K	Hold	20	–	–	﹤0.01%	548
2026 Q1	$3K	Hold	20	–	–	﹤0.01%	534
2025 Q4	$3K	Hold	20	–	–	﹤0.01%	534
2025 Q3	$2K	Hold	20	–	–	﹤0.01%	578
2025 Q2	$2K	Hold	20	–	–	﹤0.01%	557
2025 Q1	$2K	Hold	20	–	–	﹤0.01%	555
2024 Q4	$2K	Buy	+20	New	+$2.81K	﹤0.01%	277
2020 Q3	–	Sell	-105	Closed	-$14K	–	192
2020 Q2	$14K	Sell	105 -75	-42%	-$9.56K	0.01%	101
2020 Q1	$19K	Hold	180	–	–	0.01%	74
2019 Q4	$21K	Hold	180	–	–	0.01%	81
2019 Q3	$17K	Hold	180	–	–	0.01%	78
2019 Q2	$19K	Hold	180	–	–	0.01%	71
2019 Q1	$20K	Hold	180	–	–	0.01%	62
2018 Q4	$17K	Hold	180	–	–	0.01%	66
2018 Q3	$21K	Buy	+180	New	+$21.2K	0.02%	59
2017 Q1	–	Sell	-378	Closed	-$36K	–	70
2016 Q4	$36K	Hold	378	–	–	0.03%	36
2016 Q3	$36K	Hold	378	–	–	0.03%	36
2016 Q2	$32K	Hold	378	–	–	0.03%	39
2016 Q1	$33K	Hold	378	–	–	0.03%	39
2015 Q4	$43K	Hold	378	–	–	0.04%	37
2015 Q3	$38K	Hold	378	–	–	0.03%	33
2015 Q2	$46K	Hold	378	–	–	0.04%	30
2015 Q1	$43K	Buy	+378	New	+$41.7K	0.03%	32

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

Ogorek Anthony Joseph's IBB Position: Q2 2026 in Review

Ogorek Anthony Joseph held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 20 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Ogorek Anthony Joseph first reported a position in IBB in Q1 2015 and has held it in 23 quarters since. The position peaked at $46K in Q2 2015. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Ogorek Anthony Joseph held 20 shares of iShares Biotechnology ETF worth $3K as of Q2 2026.
Ogorek Anthony Joseph left its iShares Biotechnology ETF share count unchanged in Q2 2026.
iShares Biotechnology ETF made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #548 holding.
Ogorek Anthony Joseph first reported a position in iShares Biotechnology ETF in Q1 2015 and has held it in 23 quarters since.
Ogorek Anthony Joseph's iShares Biotechnology ETF position peaked at $46K in Q2 2015.
954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.