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Toth Financial Advisory’s iShares Biotechnology ETF IBB Stock Holding History

Toth Financial Advisory’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 		$8.04M Buy
42,261
+4,762
+13% +$818K 0.78% 49
2026
Q1 		$6.33M Buy
37,499
+2,654
+8% +$454K 0.7% 54
2025
Q4 		$5.88M Buy
34,845
+7,918
+29% +$1.29M 0.64% 58
2025
Q3 		$3.89M Buy
26,927
+5,272
+24% +$720K 0.42% 75
2025
Q2 		$2.74M Sell
21,655
-17,947
-45% -$2.2M 0.32% 89
2025
Q1 		$5.07M Buy
39,602
+331
+0.8% +$44.9K 0.61% 62
2024
Q4 		$5.19M Sell
39,271
-2,591
-6% -$364K 0.61% 59
2024
Q3 		$6.1M Buy
41,862
+6,715
+19% +$972K 0.72% 49
2024
Q2 		$4.82M Sell
35,147
-286
-0.8% -$38.2K 0.61% 59
2024
Q1 		$4.86M Buy
35,433
+3,246
+10% +$443K 0.61% 58
2023
Q4 		$4.37M Sell
32,187
-528
-2% -$64.4K 0.59% 61
2023
Q3 		$4M Buy
32,715
+290
+0.9% +$36.9K 0.61% 62
2023
Q2 		$4.12M Buy
32,425
+1,624
+5% +$211K 0.6% 63
2023
Q1 		$3.98M Buy
30,801
+1,747
+6% +$229K 0.62% 60
2022
Q4 		$3.81M Buy
29,054
+6,122
+27% +$791K 0.62% 60
2022
Q3 		$2.68M Buy
22,932
+738
+3% +$91.6K 0.49% 72
2022
Q2 		$2.61M Sell
22,194
-2,082
-9% -$247K 0.45% 76
2022
Q1 		$3.16M Sell
24,276
-36,470
-60% -$4.75M 0.47% 70
2021
Q4 		$9.27M Sell
60,746
-948
-2% -$147K 1.26% 19
2021
Q3 		$9.97M Buy
61,694
+214
+0.3% +$36K 1.52% 14
2021
Q2 		$10.1M Buy
61,480
+1,587
+3% +$244K 1.54% 14
2021
Q1 		$9.02M Buy
59,893
+349
+0.6% +$55.4K 1.44% 15
2020
Q4 		$9.02M Buy
59,544
+847
+1% +$121K 1.55% 13
2020
Q3 		$7.95M Buy
58,697
+1,516
+3% +$206K 1.53% 13
2020
Q2 		$7.82M Buy
57,181
+1,660
+3% +$212K 1.69% 13
2020
Q1 		$5.98M Buy
55,521
+1,031
+2% +$119K 1.73% 14
2019
Q4 		$6.57M Buy
54,490
+61
+0.1% +$6.81K 1.33% 28
2019
Q3 		$5.42M Sell
54,429
-2,862
-5% -$300K 1.19% 33
2019
Q2 		$6.25M Buy
57,291
+228
+0.4% +$24.3K 1.4% 25
2019
Q1 		$6.38M Buy
57,063
+564
+1% +$61.9K 1.49% 21
2018
Q4 		$5.45M Sell
56,499
-434
-0.8% -$46.1K 1.49% 26
2018
Q3 		$6.94M Buy
56,933
+1,210
+2% +$142K 1.54% 19
2018
Q2 		$6.12M Buy
55,723
+111
+0.2% +$11.9K 1.44% 23
2018
Q1 		$5.94M Sell
55,612
-142
-0.3% -$15.7K 1.44% 20
2017
Q4 		$5.95M Buy
55,754
+1,586
+3% +$170K 1.41% 23
2017
Q3 		$6.02M Buy
54,168
+1,566
+3% +$167K 1.52% 21
2017
Q2 		$5.44M Buy
52,602
+2,787
+6% +$274K 1.42% 24
2017
Q1 		$4.87M Buy
49,815
+2,478
+5% +$237K 1.29% 28
2016
Q4 		$4.19M Buy
47,337
+2,295
+5% +$209K 1.2% 32
2016
Q3 		$4.35M Buy
45,042
+144
+0.3% +$13.7K 1.28% 31
2016
Q2 		$3.85M Sell
44,898
-1,719
-4% -$154K 1.17% 37
2016
Q1 		$4.05M Sell
46,617
-1,701
-4% -$152K 1.33% 33
2015
Q4 		$5.45M Buy
48,318
+507
+1% +$55K 1.8% 17
2015
Q3 		$4.83M Sell
47,811
-1,512
-3% -$181K 1.77% 22
2015
Q2 		$6.07M Sell
49,323
-2,799
-5% -$335K 2.03% 10
2015
Q1 		$5.97M Sell
52,122
-3,696
-7% -$408K 2% 14
2014
Q4 		$5.64M Buy
55,818
+630
+1% +$61.2K 1.96% 18
2014
Q3 		$5.03M Buy
55,188
+477
+0.9% +$41.9K 1.9% 20
2014
Q2 		$4.69M Sell
54,711
-5,835
-10% -$460K 1.78% 20
2014
Q1 		$4.77M Sell
60,546
-3,885
-6% -$324K 1.93% 16
2013
Q4 		$4.88M Sell
64,431
-4,095
-6% -$291K 2.07% 14
2013
Q3 		$4.79M Buy
68,526
+57
+0.1% +$3.73K 2.24% 12
2013
Q2 		$3.97M Buy
+68,469
New +$3.96M 1.95% 16

Other funds holding IBB

GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
MCG
McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Toth Financial Advisory's IBB Position: Q2 2026 in Review

Toth Financial Advisory increased its iShares Biotechnology ETF (IBB) stake by 13% in Q2 2026, buying an estimated $818K and bringing the position to 42,261 shares worth $8.04M. The position accounts for 0.78% of the portfolio, ranked #49.

Toth Financial Advisory first reported a position in IBB in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.1M in Q2 2021. 158 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Toth Financial Advisory held 42,261 shares of iShares Biotechnology ETF worth $8.04M as of Q2 2026.
  • Toth Financial Advisory bought 4,762 iShares Biotechnology ETF shares in Q2 2026, an estimated $818K.
  • iShares Biotechnology ETF made up 0.78% of Toth Financial Advisory's portfolio in Q2 2026, its #49 holding.
  • Toth Financial Advisory first reported a position in iShares Biotechnology ETF in Q2 2013 and has held it in 53 quarters since.
  • Toth Financial Advisory's iShares Biotechnology ETF position peaked at $10.1M in Q2 2021.
  • 158 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.