Plante Moran Financial Advisors’s iShares Biotechnology ETF IBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $112K | Buy |
591
+99
| +20% | +$17K | 0.01% | 233 |
|
|
2026
Q1 | $83.1K | Sell |
492
-71
| -13% | -$12.1K | 0.01% | 251 |
|
|
2025
Q4 | $95K | Buy |
563
+34
| +6% | +$5.52K | 0.01% | 238 |
|
|
2025
Q3 | $76.3K | Buy |
529
+1
| +0.2% | +$136 | ﹤0.01% | 280 |
|
|
2025
Q2 | $66.8K | Hold |
528
| – | – | ﹤0.01% | 293 |
|
|
2025
Q1 | $67.6K | Hold |
528
| – | – | 0.01% | 295 |
|
|
2024
Q4 | $69.8K | Hold |
528
| – | – | 0.01% | 304 |
|
|
2024
Q3 | $76.9K | Hold |
528
| – | – | 0.01% | 319 |
|
|
2024
Q2 | $72.5K | Hold |
528
| – | – | 0.01% | 285 |
|
|
2024
Q1 | $72.5K | Sell |
528
-5
| -0.9% | -$683 | 0.01% | 288 |
|
|
2023
Q4 | $72.4K | Buy |
533
+110
| +26% | +$13.4K | 0.01% | 278 |
|
|
2023
Q3 | $51.7K | Buy |
423
+5
| +1% | +$636 | 0.01% | 287 |
|
|
2023
Q2 | $53.1K | Hold |
418
| – | – | 0.01% | 292 |
|
|
2023
Q1 | $54K | Hold |
418
| – | – | 0.01% | 286 |
|
|
2022
Q4 | $54.9K | Buy |
418
+231
| +124% | +$29.9K | 0.01% | 298 |
|
|
2022
Q3 | $22K | Hold |
187
| – | – | ﹤0.01% | 441 |
|
|
2022
Q2 | $22K | Sell |
187
-258
| -58% | -$30.6K | ﹤0.01% | 446 |
|
|
2022
Q1 | $58K | Buy |
445
+178
| +67% | +$23.2K | 0.01% | 308 |
|
|
2021
Q4 | $41K | Buy |
267
+105
| +65% | +$16.3K | 0.01% | 402 |
|
|
2021
Q3 | $26K | Buy |
162
+132
| +440% | +$22.2K | 0.01% | 502 |
|
|
2021
Q2 | $5K | Sell |
30
-38
| -56% | -$5.85K | ﹤0.01% | 785 |
|
|
2021
Q1 | $10K | Buy |
68
+63
| +1,260% | +$10K | ﹤0.01% | 644 |
|
|
2020
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 827 |
|
|
2020
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 810 |
|
|
2020
Q2 | $1K | Buy |
+5
| New | +$637 | ﹤0.01% | 707 |
|
|
2019
Q2 | – | Sell |
-63
| Closed | -$7K | – | 800 |
|
|
2019
Q1 | $7K | Buy |
63
+39
| +163% | +$4.28K | ﹤0.01% | 596 |
|
|
2018
Q4 | $2K | Buy |
+24
| New | +$2.55K | ﹤0.01% | 720 |
|
|
2017
Q1 | – | Sell |
-855
| Closed | -$76K | – | 942 |
|
|
2016
Q4 | $76K | Buy |
+855
| New | +$77.8K | 0.05% | 252 |
|
|
2016
Q1 | – | Sell |
-12
| Closed | -$1K | – | 941 |
|
|
2015
Q4 | $1K | Buy |
+12
| New | +$1.3K | ﹤0.01% | 910 |
|
|
2015
Q3 | – | Sell |
-810
| Closed | -$100K | – | 729 |
|
|
2015
Q2 | $100K | Buy |
+810
| New | +$97K | 0.07% | 192 |
|
Other funds holding IBB
WA
AFG
Plante Moran Financial Advisors's IBB Position: Q2 2026 in Review
Plante Moran Financial Advisors increased its iShares Biotechnology ETF (IBB) stake by 20% in Q2 2026, buying an estimated $17K and bringing the position to 591 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #233.
Plante Moran Financial Advisors first reported a position in IBB in Q2 2015 and has held it in 30 quarters since. 601 funds tracked by Wall St. Rank hold IBB as of Q2 2026.
- Plante Moran Financial Advisors held 591 shares of iShares Biotechnology ETF worth $112K as of Q2 2026.
- Plante Moran Financial Advisors bought 99 iShares Biotechnology ETF shares in Q2 2026, an estimated $17K.
- iShares Biotechnology ETF made up 0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #233 holding.
- Plante Moran Financial Advisors first reported a position in iShares Biotechnology ETF in Q2 2015 and has held it in 30 quarters since.
- 601 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.