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Shulman DeMeo Asset Management’s iShares Biotechnology ETF IBB Stock Holding History

Shulman DeMeo Asset Management’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 		$1.37M Sell
7,202
-46
-0.6% -$7.91K 0.26% 31
2026
Q1 		$1.22M Sell
7,248
-54
-0.7% -$9.23K 0.26% 31
2025
Q4 		$1.23M Sell
7,302
-29
-0.4% -$4.71K 0.28% 30
2025
Q3 		$1.06M Sell
7,331
-31
-0.4% -$4.23K 0.24% 32
2025
Q2 		$931K Sell
7,362
-24
-0.3% -$2.95K 0.23% 34
2025
Q1 		$945K Sell
7,386
-20
-0.3% -$2.71K 0.27% 31
2024
Q4 		$979K Sell
7,406
-28
-0.4% -$3.94K 0.26% 29
2024
Q3 		$1.08M Hold
7,434
– – 0.27% 30
2024
Q2 		$1.02M Hold
7,434
– – 0.27% 28
2024
Q1 		$1.02M Hold
7,434
– – 0.27% 30
2023
Q4 		$1.01M Buy
7,434
+1
+0% +$122 0.29% 32
2023
Q3 		$909K Sell
7,433
-222
-3% -$28.2K 0.3% 32
2023
Q2 		$972K Sell
7,655
-2
-0% -$260 0.29% 32
2023
Q1 		$989K Buy
7,657
+1
+0% +$131 0.31% 32
2022
Q4 		$1.01M Buy
7,656
+3
+0% +$388 0.33% 30
2022
Q3 		$895K Sell
7,653
-1,169
-13% -$145K 0.32% 32
2022
Q2 		$1.04M Sell
8,822
-1,310
-13% -$156K 0.34% 31
2022
Q1 		$1.32M Buy
10,132
+3
+0% +$391 0.37% 30
2021
Q4 		$1.55M Buy
10,129
+3
+0% +$464 0.4% 26
2021
Q3 		$1.64M Buy
+10,126
New +$1.7M 1.42% 11
2021
Q2 		– Sell
-10,123
Closed -$1.52M – 95
2021
Q1 		$1.52M Buy
10,123
+65
+0.6% +$10.3K 0.42% 31
2020
Q4 		$1.52M Buy
10,058
+668
+7% +$95.5K 0.43% 26
2020
Q3 		$1.27M Buy
9,390
+1
+0% +$136 0.43% 28
2020
Q2 		$1.28M Buy
9,389
+3
+0% +$382 0.5% 23
2020
Q1 		$1.01M Hold
9,386
– – 0.47% 25
2019
Q4 		$1.13M Sell
9,386
-358
-4% -$39.9K 0.39% 30
2019
Q3 		$970K Hold
9,744
– – 0.33% 37
2019
Q2 		$1.06M Buy
9,744
+2
+0% +$213 0.39% 30
2019
Q1 		$1.09M Buy
+9,742
New +$1.07M 0.41% 27

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

Shulman DeMeo Asset Management's IBB Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its iShares Biotechnology ETF (IBB) stake by 0.63% in Q2 2026, selling an estimated $7.91K and leaving 7,202 shares worth $1.37M. The position accounts for 0.26% of the portfolio, ranked #31.

Shulman DeMeo Asset Management first reported a position in IBB in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.64M in Q3 2021. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Shulman DeMeo Asset Management held 7,202 shares of iShares Biotechnology ETF worth $1.37M as of Q2 2026.
  • Shulman DeMeo Asset Management sold 46 iShares Biotechnology ETF shares in Q2 2026, an estimated $7.91K.
  • iShares Biotechnology ETF made up 0.26% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #31 holding.
  • Shulman DeMeo Asset Management first reported a position in iShares Biotechnology ETF in Q1 2019 and has held it in 29 quarters since.
  • Shulman DeMeo Asset Management's iShares Biotechnology ETF position peaked at $1.64M in Q3 2021.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.