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Valley National Advisers’s iShares Biotechnology ETF IBB Stock Holding History

Valley National Advisers’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
2024
Q3 		– Hold
0
– -$41K – 926
2024
Q2 		– Hold
0
– – – 421
2024
Q1 		– Hold
0
– – – 433
2023
Q4 		– Hold
0
– – – 438
2023
Q3 		– Hold
0
– – – 422

Other funds holding IBB

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Valley National Advisers's IBB Position: Q2 2026 in Review

Valley National Advisers held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 2,621 shares worth $498K. The position accounts for 0.06% of the portfolio, ranked #179.

Valley National Advisers first reported a position in IBB in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.56M in Q1 2015. 601 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Valley National Advisers held 2,621 shares of iShares Biotechnology ETF worth $498K as of Q2 2026.
  • Valley National Advisers left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up 0.06% of Valley National Advisers's portfolio in Q2 2026, its #179 holding.
  • Valley National Advisers first reported a position in iShares Biotechnology ETF in Q4 2014 and has held it in 47 quarters since.
  • Valley National Advisers's iShares Biotechnology ETF position peaked at $1.56M in Q1 2015.
  • 601 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.