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iShares NASDAQ Biotechnology Index shares owned by Summit Financial

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

Historical chart of Summit Financial investment in iShares NASDAQ Biotechnology Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares NASDAQ Biotechnology Index by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 18k 144.37
2025-06-30 $1.2M 9.8k 126.52
2025-03-31 $593k 4.6k 127.90
2024-12-31 $750k 5.7k 132.22
2024-09-30 $980k 6.7k 145.61
2024-06-30 $871k 6.3k 137.26
2024-03-31 $787k 5.7k 137.22
2022-09-30 $373k 3.2k 116.96
2022-06-30 $374k 3.2k 117.63

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

Top funds holding iShares NASDAQ Biotechnology Index

Morgan Stanley
Goldman Sachs Group
Bnp Paribas Arbitrage, Snc
UBS Group
Jpmorgan Chase & Co
Healthcare Of Ontario Pension Plan Trust Fund
Susquehanna International
Commerce Bank N A
Wells Fargo & Company
Royal Bank of Canada
Calamos Advisors
Jane Street
Citadel Advisors
Leucadia National Corporation
Barclays

View all funds holding iShares NASDAQ Biotechnology Index