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Powell Investment Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Powell Investment Advisors’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 		$7.61K Hold
40
– – ﹤0.01% 161
2026
Q1 		$6.75K Hold
40
– – ﹤0.01% 171
2025
Q4 		$6.75K Hold
40
– – ﹤0.01% 166
2025
Q3 		$5.78K Hold
40
– – ﹤0.01% 165
2025
Q2 		$5.06K Hold
40
– – ﹤0.01% 165
2025
Q1 		$5.12K Hold
40
– – ﹤0.01% 145
2024
Q4 		$5.29K Hold
40
– – ﹤0.01% 154
2024
Q3 		$5.82K Hold
40
– – ﹤0.01% 149
2024
Q2 		$5.49K Hold
40
– – ﹤0.01% 150
2024
Q1 		$5.49K Hold
40
– – ﹤0.01% 145
2023
Q4 		$5.43K Hold
40
– – ﹤0.01% 146
2023
Q3 		$4.9K Hold
40
– – ﹤0.01% 138
2023
Q2 		$5.08K Hold
40
– – ﹤0.01% 132
2023
Q1 		$5.17K Hold
40
– – ﹤0.01% 134
2022
Q4 		$5.25K Hold
40
– – ﹤0.01% 127
2022
Q3 		$5K Hold
40
– – ﹤0.01% 127
2022
Q2 		$5K Hold
40
– – ﹤0.01% 140
2022
Q1 		$5K Hold
40
– – ﹤0.01% 126
2021
Q4 		$6K Hold
40
– – ﹤0.01% 131
2021
Q3 		$6K Buy
+40
New +$6.73K ﹤0.01% 123

Other funds holding IBB

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Commonwealth Equity Services
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

Powell Investment Advisors's IBB Position: Q2 2026 in Review

Powell Investment Advisors held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 40 shares worth $7.61K. The position accounts for ﹤0.01% of the portfolio, ranked #161.

Powell Investment Advisors first reported a position in IBB in Q3 2021 and has held it in 20 quarters since. 601 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Powell Investment Advisors held 40 shares of iShares Biotechnology ETF worth $7.61K as of Q2 2026.
  • Powell Investment Advisors left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up ﹤0.01% of Powell Investment Advisors's portfolio in Q2 2026, its #161 holding.
  • Powell Investment Advisors first reported a position in iShares Biotechnology ETF in Q3 2021 and has held it in 20 quarters since.
  • 601 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.