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RAFFA WEALTH MANAGEMENT, LLC’s iShares Biotechnology ETF IBB Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$20.2K Hold
106
– – ﹤0.01% 288
2026
Q1 		$17.9K Hold
106
– – ﹤0.01% 288
2025
Q4 		$17.9K Buy
+106
New +$17.2K ﹤0.01% 279
2025
Q2 		– Sell
-2,479
Closed -$317K – 1119
2025
Q1 		$317K Hold
2,479
– – 0.07% 63
2024
Q4 		$328K Hold
2,479
– – 0.08% 62
2024
Q3 		$361K Hold
2,479
– – 0.09% 60
2024
Q2 		$340K Hold
2,479
– – 0.1% 65
2024
Q1 		$340K Hold
2,479
– – 0.1% 62
2023
Q4 		$337K Hold
2,479
– – 0.1% 58
2023
Q3 		$303K Hold
2,479
– – 0.1% 54
2023
Q2 		$315K Buy
2,479
+311
+14% +$40.4K 0.11% 54
2023
Q1 		$280K Buy
+2,168
New +$284K 0.1% 56
2022
Q4 		– Sell
-392
Closed -$45.8K – 1108
2022
Q3 		$45.8K Hold
392
– – 0.02% 142
2022
Q2 		$46.1K Hold
392
– – 0.02% 145
2022
Q1 		$51.1K Hold
392
– – 0.02% 146
2021
Q4 		$59.8K Buy
+392
New +$60.7K 0.02% 131
2017
Q4 		– Sell
-120
Closed -$13.3K – 272
2017
Q3 		$13.3K Hold
120
– – 0.01% 189
2017
Q2 		$12.4K Hold
120
– – 0.01% 189
2017
Q1 		$11.7K Hold
120
– – 0.01% 167
2016
Q4 		$10.6K Hold
120
– – 0.01% 173
2016
Q3 		$11.6K Hold
120
– – 0.01% 168
2016
Q2 		$10.3K Hold
120
– – 0.01% 169
2016
Q1 		$10.4K Hold
120
– – 0.01% 176
2015
Q4 		$13.5K Hold
120
– – 0.01% 156
2015
Q3 		$12.1K Hold
120
– – 0.01% 158
2015
Q2 		$14.8K Hold
120
– – 0.01% 146
2015
Q1 		$13.7K Hold
120
– – 0.01% 129
2014
Q4 		$12.1K Hold
120
– – 0.01% 130
2014
Q3 		$10.9K Hold
120
– – 0.01% 136
2014
Q2 		$10.3K Hold
120
– – 0.01% 133
2014
Q1 		$9.46K Hold
120
– – 0.01% 135
2013
Q4 		$12.1K Buy
+120
New +$8.51K 0.01% 130

Other funds holding IBB

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
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's IBB Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 106 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in IBB in Q4 2013 and has held it in 32 quarters since. The position peaked at $361K in Q3 2024. 345 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 106 shares of iShares Biotechnology ETF worth $20.2K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #288 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares Biotechnology ETF in Q4 2013 and has held it in 32 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's iShares Biotechnology ETF position peaked at $361K in Q3 2024.
  • 345 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.