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Steigerwald Gordon & Koch’s iShares Biotechnology ETF IBB Stock Holding History

Steigerwald Gordon & Koch’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
Q1 		– Sell
-41
Closed -$6.92K – 835
2025
Q4 		$6.92K Buy
+41
New +$6.66K ﹤0.01% 635

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Steigerwald Gordon & Koch's IBB Position: Q1 2026 in Review

Steigerwald Gordon & Koch sold out of iShares Biotechnology ETF (IBB) in Q1 2026, closing a stake of 41 shares — an estimated $6.92K sold.

Steigerwald Gordon & Koch first reported a position in IBB in Q4 2025 and held it in 1 quarter. The position peaked at $6.92K in Q4 2025. 924 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Steigerwald Gordon & Koch reported no remaining iShares Biotechnology ETF position as of Q1 2026 after selling out during the quarter.
  • Steigerwald Gordon & Koch sold 41 iShares Biotechnology ETF shares in Q1 2026, an estimated $6.92K.
  • Steigerwald Gordon & Koch first reported a position in iShares Biotechnology ETF in Q4 2025 and held it in 1 quarter.
  • Steigerwald Gordon & Koch's iShares Biotechnology ETF position peaked at $6.92K in Q4 2025.
  • 924 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q1 2026, filed 28 Apr 2026.