IBB — iShares Nasdaq Biotechnology COM

Ownership history in ALBION FINANCIAL GROUP /UT  ·  59 quarters on record

AI Ownership Summary

ALBION FINANCIAL GROUP /UT reported iShares Nasdaq Biotechnology COM (IBB) in 59 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.45% in 2023 Q4. The latest visible filing shows IBB at 1.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IBB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ALBION FINANCIAL GROUP /UT's position in iShares Nasdaq Biotechnology COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IBB was reported at 1.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.45% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IBB stock page ALBION FINANCIAL GROUP /UT fund profile ALBION FINANCIAL GROUP /UT full holdings
How ALBION FINANCIAL GROUP /UT held IBB — position size vs. price
% of Fund (quarterly)    IBB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 119,737 -3,615 -2.9% 1.26% $20.2M 2026-02-14 (Est.) $172.37
2025 Q3 REDUCED 123,352 -641 -0.5% 1.08% $17.8M 2025-10-20 $156.21
2025 Q2 ADDED 123,993 +172 +0.1% 1.02% $15.7M 2025-07-17 $131.42
2025 Q1 REDUCED 123,821 -4,877 -3.8% 1.12% $15.8M 2025-04-25 $122.92
2024 Q4 REDUCED 128,698 -1,282 -1.0% 1.16% $17.0M 2025-01-17 $132.21
2024 Q3 ADDED 129,980 +356 +0.3% 1.31% $18.9M 2024-10-09 $142.61
2024 Q2 ADDED 129,624 +14 +0.0% 1.34% $17.8M 2024-07-10 $139.81
2024 Q1 ADDED 129,610 +233 +0.2% 1.37% $17.8M 2024-04-19 $124.08
2023 Q4 ADDED 129,377 +1,575 +1.2% 1.45% $17.6M 2024-01-26 $134.53
50 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IBB

As of 2026 Q1 — sorted by position size

WealthCare Investment Partners, LLC 3Y 0.84% VERITY Wealth Advisors 3Y 7Y 0.56% NEVILLE RODIE & SHAW INC 3Y 7Y 0.51% Kessler Investment Group, LLC 3Y 7Y 0.46% Intellectus Partners, LLC 3Y 7Y 0.45% Central Pacific Bank - Trust Division 0.32% Sharper & Granite LLC 3Y 0.29% Shulman DeMeo Asset Management LLC 3Y 7Y 0.26% Cassady Wealth & Retirement Planning, LLC 0.25% Rockingstone Advisors LLC 0.24%

FAQ About ALBION FINANCIAL GROUP /UT and IBB

These are the practical questions this page is built to answer before you even open the full history table.

How long has ALBION FINANCIAL GROUP /UT reported owning IBB?

ALBION FINANCIAL GROUP /UT reported IBB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IBB position in ALBION FINANCIAL GROUP /UT's portfolio?

The largest reported portfolio weight for IBB was 1.45% in 2023 Q4.

What is the latest reported IBB position on this page?

The most recent filing on this page is 2025 Q4, when ALBION FINANCIAL GROUP /UT reported 119,737 shares, equal to 1.26% of portfolio, with an estimated market value of $20.2M.

What does the chart on this IBB ownership page compare?

The chart compares ALBION FINANCIAL GROUP /UT's quarterly IBB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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