Stegent Equity Advisors
IBB icon

Stegent Equity Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Stegent Equity 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
Q3 		$2.33M Sell
11,055
-42
-0.4% -$8.43K 1.84% 21
2026
Q2 		$2.11M Buy
11,097
+2,371
+27% +$408K 1.51% 26
2026
Q1 		$1.47M Sell
8,726
-119
-1% -$20.3K 1.26% 25
2025
Q4 		$1.49M Buy
+8,845
New +$1.44M 1.16% 28
2024
Q4 		– Sell
-4,728
Closed -$688K – 92
2024
Q3 		$688K Sell
4,728
-2,101
-31% -$304K 0.76% 41
2024
Q2 		$937K Buy
+6,829
New +$912K 0.98% 35

Other funds holding IBB

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.97% 1-Year Est. Return

Stegent Equity Advisors's IBB Position: Q3 2026 in Review

Stegent Equity Advisors reduced its iShares Biotechnology ETF (IBB) stake by 0.38% in Q3 2026, selling an estimated $8.43K and leaving 11,055 shares worth $2.33M. The position accounts for 1.84% of the portfolio, ranked #21.

Stegent Equity Advisors first reported a position in IBB in Q2 2024 and has held it in 6 quarters since. 603 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

  • Stegent Equity Advisors held 11,055 shares of iShares Biotechnology ETF worth $2.33M as of Q3 2026.
  • Stegent Equity Advisors sold 42 iShares Biotechnology ETF shares in Q3 2026, an estimated $8.43K.
  • iShares Biotechnology ETF made up 1.84% of Stegent Equity Advisors's portfolio in Q3 2026, its #21 holding.
  • Stegent Equity Advisors first reported a position in iShares Biotechnology ETF in Q2 2024 and has held it in 6 quarters since.
  • 603 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Stegent Equity Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.