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Root Financial Partners’s iShares Biotechnology ETF IBB Stock Holding History

Root Financial Partners’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 		– Sell
-4
Closed -$675 – 1683
2026
Q1 		$675 Sell
4
-19
-83% -$3.25K ﹤0.01% 2757
2025
Q4 		$3.88K Hold
23
– – ﹤0.01% 1838
2025
Q3 		$3.32K Buy
+23
New +$3.14K ﹤0.01% 1851

Other funds holding IBB

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
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
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
AP
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
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

Root Financial Partners's IBB Position: Q2 2026 in Review

Root Financial Partners sold out of iShares Biotechnology ETF (IBB) in Q2 2026, closing a stake of 4 shares — an estimated $675 sold.

Root Financial Partners first reported a position in IBB in Q3 2025 and held it in 3 quarters. The position peaked at $3.88K in Q4 2025. 378 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Root Financial Partners reported no remaining iShares Biotechnology ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 4 iShares Biotechnology ETF shares in Q2 2026, an estimated $675.
  • Root Financial Partners first reported a position in iShares Biotechnology ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares Biotechnology ETF position peaked at $3.88K in Q4 2025.
  • 378 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.