Register Financial Advisors
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Register Financial Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Register Financial 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
Q3 		$267K Hold
1,268
– – 0.08% 207
2026
Q2 		$241K Buy
1,268
+290
+30% +$49.8K 0.07% 220
2026
Q1 		$165K Buy
978
+58
+6% +$9.9K 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 +$5.94K ﹤0.01% 662

Other funds holding IBB

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Register Financial Advisors's IBB Position: Q3 2026 in Review

Register Financial Advisors held its iShares Biotechnology ETF (IBB) position steady in Q3 2026 at 1,268 shares worth $267K. The position accounts for 0.08% of the portfolio, ranked #207.

Register Financial Advisors first reported a position in IBB in Q4 2022 and has held it in 16 quarters since. 700 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

  • Register Financial Advisors held 1,268 shares of iShares Biotechnology ETF worth $267K as of Q3 2026.
  • Register Financial Advisors left its iShares Biotechnology ETF share count unchanged in Q3 2026.
  • iShares Biotechnology ETF made up 0.08% of Register Financial Advisors's portfolio in Q3 2026, its #207 holding.
  • Register Financial Advisors first reported a position in iShares Biotechnology ETF in Q4 2022 and has held it in 16 quarters since.
  • 700 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Register Financial Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.