INVESTMENT HOUSE LLC IBB — ISHARES TR NASDQ BIO INDX

Ownership history in INVESTMENT HOUSE LLC  ·  54 quarters on record

AI Ownership Summary

INVESTMENT HOUSE LLC reported ISHARES TR NASDQ BIO INDX (IBB) in 54 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.86% in 2026 Q1. The latest visible filing shows IBB at 0.86% 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 INVESTMENT HOUSE LLC's position in ISHARES TR NASDQ BIO INDX, 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
2026 Q1

IBB was reported at 0.86% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.86% in 2026 Q1

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 2026 Q1

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 INVESTMENT HOUSE LLC fund profile INVESTMENT HOUSE LLC full holdings
How INVESTMENT HOUSE LLC held IBB — position size vs. price
% of Fund (quarterly)    IBB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 97,654 -263 -0.3% 0.86% $16.5M 2026-04-29 $165.38
2025 Q4 REDUCED — — — 97,917 -904 -0.9% 0.79% $16.5M 2026-02-06 $174.85
2025 Q3 ADDED — — — 98,821 +3,873 +4.1% 0.68% $14.3M 2025-10-31 $159.09
2025 Q2 ADDED — — — 94,948 +9,292 +10.8% 0.61% $12.0M 2025-08-14 $136.94
2025 Q1 ADDED — — — 85,656 +2,675 +3.2% 0.62% $11.0M 2025-05-08 $118.89
2024 Q4 ADDED — — — 82,981 +1,153 +1.4% 0.60% $11.0M 2025-02-11 $133.80
2024 Q3 ADDED — — — 81,828 +1,090 +1.4% 0.64% $11.9M 2024-11-07 $147.47
2024 Q2 ADDED — — — 80,738 +63 +0.1% 0.63% $11.1M 2024-07-22 $145.49
2024 Q1 ADDED — — — 80,675 +11,729 +17.0% 0.65% $11.1M 2024-05-02 $129.98
2023 Q4 REDUCED — — — 68,946 -2,138 -3.0% 0.66% $9.4M 2024-02-05 $134.04
44 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

McElhenny Sheffield Capital Management, LLC 3Y 5.94% CUMBERLAND ADVISORS INC 3Y 7Y 4.21% WestEnd Advisors, LLC 3Y 7Y 2.64% HARBOUR INVESTMENT MANAGEMENT LLC 3Y 7Y 2.35% SOUTHERN CAPITAL ADVISORS, LLC 3Y 2.23% LITTLEJOHN FINANCIAL SERVICES, INC. 2.17% STRATEGIC ADVISORY PARTNERS, LLC 1.83% ALBION FINANCIAL GROUP /UT 3Y 7Y 1.31% Stegent Equity Advisors, Inc. 3Y 1.26% Bronte Capital Management Pty Ltd. 3Y 7Y 1.16%

FAQ About INVESTMENT HOUSE LLC and IBB

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

How long has INVESTMENT HOUSE LLC reported owning IBB?

INVESTMENT HOUSE LLC reported IBB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IBB position in INVESTMENT HOUSE LLC's portfolio?

The largest reported portfolio weight for IBB was 0.86% in 2026 Q1.

What is the latest reported IBB position on this page?

The most recent filing on this page is 2026 Q1, when INVESTMENT HOUSE LLC reported 97,654 shares, equal to 0.86% of portfolio, with an estimated market value of $16.5M.

What does the chart on this IBB ownership page compare?

The chart compares INVESTMENT HOUSE LLC'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.

How well did INVESTMENT HOUSE LLC time their IBB position?

Based on 13F filing dates vs. subsequent IBB price moves, INVESTMENT HOUSE LLC correctly timed 24 out of 46 reported position changes (52%). The annualised alpha on IBB relative to SPY over the holding period was -3.9%.

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