UCIG
IBB icon

Ulrich Consultants & Investment Group’s iShares Biotechnology ETF IBB Stock Holding History

Ulrich Consultants & Investment Group’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 		$423K Buy
+2,010
New +$403K 0.42% 27
2023
Q2 		$258K Hold
2,030
– – 0.62% 20
2023
Q1 		$262K Hold
2,030
– – 0.55% 20
2022
Q4 		$266K Sell
2,030
-242
-11% -$31.3K 0.6% 18
2022
Q3 		$266K Hold
2,272
– – 0.21% 48
2022
Q2 		$267K Buy
+2,272
New +$270K 0.15% 68

Other funds holding IBB

GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
MCG
McCollum Christoferson Group Amherst, New York $343M AUM 13.42% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Ulrich Consultants & Investment Group's IBB Position: Q3 2026 in Review

Ulrich Consultants & Investment Group opened a new position in iShares Biotechnology ETF (IBB) in Q3 2026: 2,010 shares worth $423K. The stake represents 0.42% of the portfolio and ranks #27 among its holdings. This is a return to the name: Ulrich Consultants & Investment Group previously reported a position in IBB as recently as Q2 2023.

Ulrich Consultants & Investment Group first reported a position in IBB in Q2 2022 and has held it in 6 quarters since. 141 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

  • Ulrich Consultants & Investment Group held 2,010 shares of iShares Biotechnology ETF worth $423K as of Q3 2026.
  • iShares Biotechnology ETF was a new Ulrich Consultants & Investment Group position in Q3 2026.
  • iShares Biotechnology ETF made up 0.42% of Ulrich Consultants & Investment Group's portfolio in Q3 2026, its #27 holding.
  • Ulrich Consultants & Investment Group first reported a position in iShares Biotechnology ETF in Q2 2022 and has held it in 6 quarters since.
  • 141 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Ulrich Consultants & Investment Group's 13F filing for Q3 2026, filed 13 Oct 2026.