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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Stegent Equity Advisors's IBB Position: Q2 2026 in Review

Stegent Equity Advisors increased its iShares Biotechnology ETF (IBB) stake by 27% in Q2 2026, buying an estimated $408K and bringing the position to 11,097 shares worth $2.11M. The position accounts for 1.51% of the portfolio, ranked #26.

Stegent Equity Advisors first reported a position in IBB in Q2 2024 and has held it in 5 quarters since. 957 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Stegent Equity Advisors held 11,097 shares of iShares Biotechnology ETF worth $2.11M as of Q2 2026.
Stegent Equity Advisors bought 2,371 iShares Biotechnology ETF shares in Q2 2026, an estimated $408K.
iShares Biotechnology ETF made up 1.51% of Stegent Equity Advisors's portfolio in Q2 2026, its #26 holding.
Stegent Equity Advisors first reported a position in iShares Biotechnology ETF in Q2 2024 and has held it in 5 quarters since.
957 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Stegent Equity Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.