RFA
IBB icon

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

Rollins 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
Q1 		$276K Sell
1,637
-286
-15% -$48.9K 0.04% 142
2025
Q4 		$325K Buy
+1,923
New +$312K 0.05% 121

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rollins Financial Advisors's IBB Position: Q1 2026 in Review

Rollins Financial Advisors reduced its iShares Biotechnology ETF (IBB) stake by 15% in Q1 2026, selling an estimated $48.9K and leaving 1,637 shares worth $276K. The position accounts for 0.04% of the portfolio, ranked #142.

Rollins Financial Advisors first reported a position in IBB in Q4 2025 and has held it in 2 quarters since. The position peaked at $325K in Q4 2025. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Rollins Financial Advisors held 1,637 shares of iShares Biotechnology ETF worth $276K as of Q1 2026.
  • Rollins Financial Advisors sold 286 iShares Biotechnology ETF shares in Q1 2026, an estimated $48.9K.
  • iShares Biotechnology ETF made up 0.04% of Rollins Financial Advisors's portfolio in Q1 2026, its #142 holding.
  • Rollins Financial Advisors first reported a position in iShares Biotechnology ETF in Q4 2025 and has held it in 2 quarters since.
  • Rollins Financial Advisors's iShares Biotechnology ETF position peaked at $325K in Q4 2025.
  • 917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.