Register 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	$241K	Buy	1,268 +290	+30%	+$49.8K	0.07%	220
2026 Q1	$165K	Buy	978 +58	+6%	+$9.92K	0.06%	223
2025 Q4	$155K	Hold	920	–	–	0.06%	215
2025 Q3	$133K	Hold	920	–	–	0.05%	223
2025 Q2	$116K	Sell	920 -58	-6%	-$7.12K	0.05%	226
2025 Q1	$125K	Buy	978 +1	+0.1%	+$136	0.07%	202
2024 Q4	$129K	Hold	977	–	–	0.06%	205
2024 Q3	$142K	Hold	977	–	–	0.07%	191
2024 Q2	$134K	Sell	977 -57	-6%	-$7.61K	0.07%	218
2024 Q1	$142K	Buy	1,034 +150	+17%	+$20.5K	0.07%	203
2023 Q4	$120K	Buy	884 +838	+1,822%	+$102K	0.08%	180
2023 Q3	$5.59K	Hold	46	–	–	﹤0.01%	458
2023 Q2	$5.8K	Hold	46	–	–	﹤0.01%	437
2023 Q1	$5.9K	Hold	46	–	–	﹤0.01%	438
2022 Q4	$6K	Buy	+46	New	+$5.95K	﹤0.01%	662

Other funds holding IBB

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $2.21B AUM 39.6% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Register Financial Advisors's IBB Position: Q2 2026 in Review

Register Financial Advisors increased its iShares Biotechnology ETF (IBB) stake by 30% in Q2 2026, buying an estimated $49.8K and bringing the position to 1,268 shares worth $241K. The position accounts for 0.07% of the portfolio, ranked #220.

Register Financial Advisors first reported a position in IBB in Q4 2022 and has held it in 15 quarters since. 421 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Register Financial Advisors held 1,268 shares of iShares Biotechnology ETF worth $241K as of Q2 2026.
Register Financial Advisors bought 290 iShares Biotechnology ETF shares in Q2 2026, an estimated $49.8K.
iShares Biotechnology ETF made up 0.07% of Register Financial Advisors's portfolio in Q2 2026, its #220 holding.
Register Financial Advisors first reported a position in iShares Biotechnology ETF in Q4 2022 and has held it in 15 quarters since.
421 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.