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iShares NASDAQ Biotechnology Index shares owned by Phillips Wealth Planners

Quarter-by-quarter ownership of iShares NASDAQ Biotechnology Index (IBB) shares owned by Phillips Wealth Planners from 13F filings

Historical chart of Phillips Wealth Planners investment in iShares NASDAQ Biotechnology Index

Tip: Access up to 7 years of quarterly data

All positions including iShares NASDAQ Biotechnology Index held by Phillips Wealth Planners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares NASDAQ Biotechnology Index by Phillips Wealth Planners

Quarter filed Position value Share count Share price at filing
2026-06-30 $500k 2.5k 198.23
2026-03-31 $408k 2.4k 170.00
2025-12-31 $423k 2.4k 175.16

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Top funds holding iShares NASDAQ Biotechnology Index

Bank of America Corporation
Citigroup
Morgan Stanley
Bnp Paribas Arbitrage, Snc
Two Sigma Investments
Goldman Sachs Group
Envestnet Asset Management
Raymond James Financial
Wells Fargo & Company
Commerce Bank N A
UBS Group
Peak6
Susquehanna International
LPL Financial
Royal Bank of Canada

View all funds holding iShares NASDAQ Biotechnology Index