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Summit Financial’s iShares Biotechnology ETF IBB Stock Holding History

Summit Financial’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 		$7.55M Sell
39,708
-8,460
-18% -$1.45M 0.08% 247
2026
Q1 		$8.13M Buy
48,168
+7,506
+18% +$1.28M 0.1% 197
2025
Q4 		$6.86M Buy
40,662
+22,507
+124% +$3.66M 0.1% 195
2025
Q3 		$2.62M Buy
18,155
+8,355
+85% +$1.14M 0.04% 412
2025
Q2 		$1.24M Buy
9,800
+5,164
+111% +$634K 0.03% 371
2025
Q1 		$593K Sell
4,636
-1,036
-18% -$140K 0.02% 474
2024
Q4 		$750K Sell
5,672
-1,056
-16% -$148K 0.03% 372
2024
Q3 		$980K Buy
6,728
+382
+6% +$55.3K 0.04% 264
2024
Q2 		$871K Buy
6,346
+614
+11% +$82K 0.04% 253
2024
Q1 		$787K Buy
+5,732
New +$783K 0.05% 214
2022
Q4 		– Sell
-3,191
Closed -$373K – 257
2022
Q3 		$373K Buy
3,191
+15
+0.5% +$1.86K 0.04% 195
2022
Q2 		$374K Buy
+3,176
New +$377K 0.04% 178

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

Summit Financial's IBB Position: Q2 2026 in Review

Summit Financial reduced its iShares Biotechnology ETF (IBB) stake by 18% in Q2 2026, selling an estimated $1.45M and leaving 39,708 shares worth $7.55M. The position accounts for 0.08% of the portfolio, ranked #247.

Summit Financial first reported a position in IBB in Q2 2022 and has held it in 12 quarters since. The position peaked at $8.13M in Q1 2026. 955 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Summit Financial held 39,708 shares of iShares Biotechnology ETF worth $7.55M as of Q2 2026.
  • Summit Financial sold 8,460 iShares Biotechnology ETF shares in Q2 2026, an estimated $1.45M.
  • iShares Biotechnology ETF made up 0.08% of Summit Financial's portfolio in Q2 2026, its #247 holding.
  • Summit Financial first reported a position in iShares Biotechnology ETF in Q2 2022 and has held it in 12 quarters since.
  • Summit Financial's iShares Biotechnology ETF position peaked at $8.13M in Q1 2026.
  • 955 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.