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Southern Capital Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Southern Capital 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
Q2 		$5.52M Buy
29,008
+822
+3% +$141K 2.3% 10
2026
Q1 		$4.76M Buy
28,186
+4,833
+21% +$826K 2.23% 12
2025
Q4 		$3.94M Buy
23,353
+871
+4% +$141K 1.82% 16
2025
Q3 		$3.25M Buy
22,482
+20,283
+922% +$2.77M 1.52% 19
2025
Q2 		$278K Hold
2,199
– – 0.14% 67
2025
Q1 		$281K Buy
2,199
+2
+0.1% +$271 0.16% 63
2024
Q4 		$290K Buy
2,197
+1
+0% +$141 0.16% 55
2024
Q3 		$320K Buy
2,196
+3
+0.1% +$434 0.18% 50
2024
Q2 		$301K Hold
2,193
– – 0.19% 52
2024
Q1 		$301K Buy
2,193
+2
+0.1% +$273 0.18% 53
2023
Q4 		$298K Sell
2,191
-1,421
-39% -$173K 0.21% 47
2023
Q3 		$442K Hold
3,612
– – 0.37% 38
2023
Q2 		$459K Sell
3,612
-11,695
-76% -$1.52M 0.35% 39
2023
Q1 		$1.98M Buy
15,307
+2,346
+18% +$307K 1.46% 17
2022
Q4 		$1.7M Buy
12,961
+491
+4% +$63.5K 1.32% 19
2022
Q3 		$1.46M Sell
12,470
-2,491
-17% -$309K 1.19% 18
2022
Q2 		$1.76M Buy
14,961
+12,822
+599% +$1.52M 1.4% 18
2022
Q1 		$279K Sell
2,139
-22,533
-91% -$2.94M 0.19% 60
2021
Q4 		$3.77M Buy
+24,672
New +$3.82M 2.33% 11

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

Southern Capital Advisors's IBB Position: Q2 2026 in Review

Southern Capital Advisors increased its iShares Biotechnology ETF (IBB) stake by 2.9% in Q2 2026, buying an estimated $141K and bringing the position to 29,008 shares worth $5.52M. The position accounts for 2.3% of the portfolio, ranked #10.

Southern Capital Advisors first reported a position in IBB in Q4 2021 and has held it in 19 quarters since. 956 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Southern Capital Advisors held 29,008 shares of iShares Biotechnology ETF worth $5.52M as of Q2 2026.
  • Southern Capital Advisors bought 822 iShares Biotechnology ETF shares in Q2 2026, an estimated $141K.
  • iShares Biotechnology ETF made up 2.3% of Southern Capital Advisors's portfolio in Q2 2026, its #10 holding.
  • Southern Capital Advisors first reported a position in iShares Biotechnology ETF in Q4 2021 and has held it in 19 quarters since.
  • 956 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Southern Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.