Raffa Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Raffa Wealth Management’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	$20.2K	Hold	106	–	–	﹤0.01%	288
2026 Q1	$17.9K	Hold	106	–	–	﹤0.01%	288
2025 Q4	$17.9K	Buy	+106	New	+$17.2K	﹤0.01%	279
2025 Q2	–	Sell	-2,479	Closed	-$317K	–	1119
2025 Q1	$317K	Hold	2,479	–	–	0.07%	63
2024 Q4	$328K	Hold	2,479	–	–	0.08%	62
2024 Q3	$361K	Hold	2,479	–	–	0.09%	60
2024 Q2	$340K	Hold	2,479	–	–	0.1%	65
2024 Q1	$340K	Hold	2,479	–	–	0.1%	62
2023 Q4	$337K	Hold	2,479	–	–	0.1%	58
2023 Q3	$303K	Hold	2,479	–	–	0.1%	54
2023 Q2	$315K	Buy	2,479 +311	+14%	+$40.4K	0.11%	54
2023 Q1	$280K	Buy	+2,168	New	+$284K	0.1%	56
2022 Q4	–	Sell	-392	Closed	-$45.8K	–	1108
2022 Q3	$45.8K	Hold	392	–	–	0.02%	142
2022 Q2	$46.1K	Hold	392	–	–	0.02%	145
2022 Q1	$51.1K	Hold	392	–	–	0.02%	146
2021 Q4	$59.8K	Buy	+392	New	+$60.7K	0.02%	131
2017 Q4	–	Sell	-120	Closed	-$13.3K	–	272
2017 Q3	$13.3K	Hold	120	–	–	0.01%	189
2017 Q2	$12.4K	Hold	120	–	–	0.01%	189
2017 Q1	$11.7K	Hold	120	–	–	0.01%	167
2016 Q4	$10.6K	Hold	120	–	–	0.01%	173
2016 Q3	$11.6K	Hold	120	–	–	0.01%	168
2016 Q2	$10.3K	Hold	120	–	–	0.01%	169
2016 Q1	$10.4K	Hold	120	–	–	0.01%	176
2015 Q4	$13.5K	Hold	120	–	–	0.01%	156
2015 Q3	$12.1K	Hold	120	–	–	0.01%	158
2015 Q2	$14.8K	Hold	120	–	–	0.01%	146
2015 Q1	$13.7K	Hold	120	–	–	0.01%	129
2014 Q4	$12.1K	Hold	120	–	–	0.01%	130
2014 Q3	$10.9K	Hold	120	–	–	0.01%	136
2014 Q2	$10.3K	Hold	120	–	–	0.01%	133
2014 Q1	$9.46K	Hold	120	–	–	0.01%	135
2013 Q4	$12.1K	Buy	+120	New	+$8.51K	0.01%	130

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 22.9% 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

Raffa Wealth Management's IBB Position: Q2 2026 in Review

Raffa Wealth Management held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 106 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Raffa Wealth Management first reported a position in IBB in Q4 2013 and has held it in 32 quarters since. The position peaked at $361K in Q3 2024. 960 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Raffa Wealth Management held 106 shares of iShares Biotechnology ETF worth $20.2K as of Q2 2026.
Raffa Wealth Management left its iShares Biotechnology ETF share count unchanged in Q2 2026.
iShares Biotechnology ETF made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #288 holding.
Raffa Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2013 and has held it in 32 quarters since.
Raffa Wealth Management's iShares Biotechnology ETF position peaked at $361K in Q3 2024.
960 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.