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Sowell Financial Services’s iShares Biotechnology ETF IBB Stock Holding History

Sowell Financial Services’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 		$502K Buy
2,639
+186
+8% +$32K 0.02% 648
2026
Q1 		$414K Sell
2,453
-218
-8% -$37.3K 0.02% 706
2025
Q4 		$451K Buy
2,671
+101
+4% +$16.4K 0.02% 680
2025
Q3 		$371K Buy
2,570
+20
+0.8% +$2.73K 0.01% 741
2025
Q2 		$323K Sell
2,550
-304
-11% -$37.3K 0.01% 753
2025
Q1 		$365K Buy
+2,854
New +$387K 0.02% 683
2023
Q2 		– Sell
-3,126
Closed -$404K – 670
2023
Q1 		$404K Buy
+3,126
New +$409K 0.03% 493
2021
Q2 		– Sell
-1,571
Closed -$233K – 1517
2021
Q1 		$233K Buy
1,571
+18
+1% +$2.86K 0.01% 969
2020
Q4 		$235K Buy
1,553
+43
+3% +$6.14K 0.01% 783
2020
Q3 		$205K Sell
1,510
-1,061
-41% -$144K 0.01% 718
2020
Q2 		$351K Buy
2,571
+1,455
+130% +$185K 0.02% 551
2020
Q1 		$120K Buy
1,116
+29
+3% +$3.34K 0.01% 791
2019
Q4 		$131K Hold
1,087
– – 0.01% 832
2019
Q3 		$108K Buy
+1,087
New +$114K 0.01% 804
2017
Q1 		– Sell
-450
Closed -$44K – 401
2016
Q4 		$44K Buy
+450
New +$41K 0.01% 355

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 22.9% 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

Sowell Financial Services's IBB Position: Q2 2026 in Review

Sowell Financial Services increased its iShares Biotechnology ETF (IBB) stake by 7.6% in Q2 2026, buying an estimated $32K and bringing the position to 2,639 shares worth $502K. The position accounts for 0.02% of the portfolio, ranked #648.

Sowell Financial Services first reported a position in IBB in Q4 2016 and has held it in 15 quarters since. 960 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Sowell Financial Services held 2,639 shares of iShares Biotechnology ETF worth $502K as of Q2 2026.
  • Sowell Financial Services bought 186 iShares Biotechnology ETF shares in Q2 2026, an estimated $32K.
  • iShares Biotechnology ETF made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #648 holding.
  • Sowell Financial Services first reported a position in iShares Biotechnology ETF in Q4 2016 and has held it in 15 quarters since.
  • 960 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.