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 Q3	$1.49M	Sell	7,182 -20	-0.3%	-$4.01K	0.3%	27
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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

KIG

Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return

Shulman DeMeo Asset Management's IBB Position: Q3 2026 in Review

Shulman DeMeo Asset Management reduced its iShares Biotechnology ETF (IBB) stake by 0.28% in Q3 2026, selling an estimated $4.01K and leaving 7,182 shares worth $1.49M. The position accounts for 0.3% of the portfolio, ranked #27.

Shulman DeMeo Asset Management first reported a position in IBB in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.64M in Q3 2021. 45 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

Shulman DeMeo Asset Management held 7,182 shares of iShares Biotechnology ETF worth $1.49M as of Q3 2026.
Shulman DeMeo Asset Management sold 20 iShares Biotechnology ETF shares in Q3 2026, an estimated $4.01K.
iShares Biotechnology ETF made up 0.3% of Shulman DeMeo Asset Management's portfolio in Q3 2026, its #27 holding.
Shulman DeMeo Asset Management first reported a position in iShares Biotechnology ETF in Q1 2019 and has held it in 30 quarters since.
Shulman DeMeo Asset Management's iShares Biotechnology ETF position peaked at $1.64M in Q3 2021.
45 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.