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iShares NASDAQ Biotechnology Index shares owned by Montgomery Financial Services

Quarter-by-quarter ownership of iShares NASDAQ Biotechnology Index (IBB) shares owned by Montgomery Financial Services from 13F filings

Historical chart of Montgomery Financial Services investment in iShares NASDAQ Biotechnology Index

Tip: Access up to 7 years of quarterly data

All positions including iShares NASDAQ Biotechnology Index held by Montgomery Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares NASDAQ Biotechnology Index by Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $11k 57 190.19

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

Top funds holding iShares NASDAQ Biotechnology Index

Bank of America Corporation
Citigroup
Morgan Stanley
Bnp Paribas Arbitrage, Snc
Goldman Sachs Group
Envestnet Asset Management
Raymond James Financial
Commerce Bank N A
Wells Fargo & Company
UBS Group
Thrivent Financial for Lutherans
Royal Bank of Canada
LPL Financial
Branch Banking & Trust Company
Susquehanna International

View all funds holding iShares NASDAQ Biotechnology Index