Prism Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Prism 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	$212K	Buy	+1,115	New	+$192K	0.05%	68
2026 Q1	–	Sell	-1,438	Closed	-$243K	–	78
2025 Q4	$243K	Hold	1,438	–	–	0.06%	66
2025 Q3	$208K	Buy	+1,438	New	+$196K	0.06%	71
2024 Q4	–	Sell	-1,412	Closed	-$206K	–	64
2024 Q3	$206K	Buy	+1,412	New	+$204K	0.06%	66
2024 Q2	–	Sell	-1,517	Closed	-$208K	–	66
2024 Q1	$208K	Sell	1,517 -30	-2%	-$4.1K	0.06%	56
2023 Q4	$210K	Buy	+1,547	New	+$189K	0.07%	63
2023 Q3	–	Sell	-1,608	Closed	-$204K	–	61
2023 Q2	$204K	Buy	+1,608	New	+$209K	0.07%	51
2023 Q1	–	Sell	-1,543	Closed	-$203K	–	52
2022 Q4	$203K	Sell	1,543 -184	-11%	-$23.8K	0.07%	44
2022 Q3	$202K	Hold	1,727	–	–	0.08%	50
2022 Q2	$203K	Buy	+1,727	New	+$205K	0.08%	48
2021 Q3	–	Sell	-1,505	Closed	-$246K	–	53
2021 Q2	$246K	Hold	1,505	–	–	0.09%	48
2021 Q1	$227K	Hold	1,505	–	–	0.08%	45
2020 Q4	$228K	Hold	1,505	–	–	0.09%	47
2020 Q3	$204K	Hold	1,505	–	–	0.09%	43
2020 Q2	$206K	Buy	+1,505	New	+$192K	0.09%	44
2020 Q1	–	Sell	-1,772	Closed	-$214K	–	59
2019 Q4	$214K	Buy	+1,772	New	+$198K	0.11%	63
2018 Q3	–	Sell	-1,762	Closed	-$205K	–	56
2018 Q2	$205K	Buy	+1,762	New	+$188K	0.11%	53

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

Prism Advisors's IBB Position: Q2 2026 in Review

Prism Advisors opened a new position in iShares Biotechnology ETF (IBB) in Q2 2026: 1,115 shares worth $212K. The stake represents 0.05% of the portfolio and ranks #68 among its holdings. This is a return to the name: Prism Advisors previously reported a position in IBB as recently as Q4 2025.

Prism Advisors first reported a position in IBB in Q2 2018 and has held it in 17 quarters since. The position peaked at $246K in Q2 2021. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Prism Advisors held 1,115 shares of iShares Biotechnology ETF worth $212K as of Q2 2026.
iShares Biotechnology ETF was a new Prism Advisors position in Q2 2026.
iShares Biotechnology ETF made up 0.05% of Prism Advisors's portfolio in Q2 2026, its #68 holding.
Prism Advisors first reported a position in iShares Biotechnology ETF in Q2 2018 and has held it in 17 quarters since.
Prism Advisors's iShares Biotechnology ETF position peaked at $246K in Q2 2021.
954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Prism Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.