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Samalin Investment Counsel’s iShares Biotechnology ETF IBB Stock Holding History

Samalin Investment Counsel’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 		$234K Buy
1,232
+1
+0.1% +$172 0.07% 290
2026
Q1 		$208K Hold
1,231
– – 0.07% 285
2025
Q4 		$208K Buy
+1,231
New +$200K 0.07% 286
2025
Q2 		– Sell
-2,064
Closed -$264K – 311
2025
Q1 		$264K Buy
2,064
+2
+0.1% +$271 0.11% 259
2024
Q4 		$273K Hold
2,062
– – 0.12% 234
2024
Q3 		$300K Buy
2,062
+3
+0.1% +$434 0.13% 226
2024
Q2 		$283K Hold
2,059
– – 0.13% 226
2024
Q1 		$283K Buy
2,059
+77
+4% +$10.5K 0.13% 225
2023
Q4 		$269K Sell
1,982
-155
-7% -$18.9K 0.14% 221
2023
Q3 		$261K Buy
2,137
+250
+13% +$31.8K 0.15% 192
2023
Q2 		$240K Sell
1,887
-1
-0.1% -$130 0.13% 218
2023
Q1 		$244K Buy
1,888
+84
+5% +$11K 0.15% 195
2022
Q4 		$237K Buy
1,804
+49
+3% +$6.33K 0.15% 188
2022
Q3 		$205K Buy
1,755
+2
+0.1% +$248 0.15% 193
2022
Q2 		$206K Hold
1,753
– – 0.15% 193
2022
Q1 		$228K Buy
1,753
+52
+3% +$6.77K 0.14% 211
2021
Q4 		$260K Buy
+1,701
New +$263K 0.16% 189
2020
Q1 		– Sell
-1,123
Closed -$135K – 295
2019
Q4 		$135K Buy
+1,123
New +$125K 0.11% 188

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Samalin Investment Counsel's IBB Position: Q2 2026 in Review

Samalin Investment Counsel increased its iShares Biotechnology ETF (IBB) stake by 0.08% in Q2 2026, buying an estimated $172 and bringing the position to 1,232 shares worth $234K. The position accounts for 0.07% of the portfolio, ranked #290.

Samalin Investment Counsel first reported a position in IBB in Q4 2019 and has held it in 18 quarters since. The position peaked at $300K in Q3 2024. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Samalin Investment Counsel held 1,232 shares of iShares Biotechnology ETF worth $234K as of Q2 2026.
  • Samalin Investment Counsel bought 1 iShares Biotechnology ETF share in Q2 2026, an estimated $172.
  • iShares Biotechnology ETF made up 0.07% of Samalin Investment Counsel's portfolio in Q2 2026, its #290 holding.
  • Samalin Investment Counsel first reported a position in iShares Biotechnology ETF in Q4 2019 and has held it in 18 quarters since.
  • Samalin Investment Counsel's iShares Biotechnology ETF position peaked at $300K in Q3 2024.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.