WJ Financial Advisors’s iShares Biotechnology ETF IBB Stock Holding History

WJ Financial Advisors’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	$200K	Buy	+1,054	New	+$181K	0.15%	131

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

WJ Financial Advisors's IBB Position: Q2 2026 in Review

WJ Financial Advisors opened a new position in iShares Biotechnology ETF (IBB) in Q2 2026: 1,054 shares worth $200K. The stake represents 0.15% of the portfolio and ranks #131 among its holdings.

954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

WJ Financial Advisors held 1,054 shares of iShares Biotechnology ETF worth $200K as of Q2 2026.
iShares Biotechnology ETF was a new WJ Financial Advisors position in Q2 2026.
iShares Biotechnology ETF made up 0.15% of WJ Financial Advisors's portfolio in Q2 2026, its #131 holding.
954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.