AWM
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AE Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

AE Wealth Management’s Portfolio IBB Stock Details IBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$434K Buy
2,282
+470
+26% +$80.8K ﹤0.01% 1294
2026
Q1 		$306K Buy
1,812
+296
+20% +$50.6K ﹤0.01% 1366
2025
Q4 		$256K Buy
1,516
+118
+8% +$19.2K ﹤0.01% 1390
2025
Q3 		$202K Sell
1,398
-203
-13% -$27.7K ﹤0.01% 1400
2025
Q2 		$203K Sell
1,601
-410
-20% -$50.3K ﹤0.01% 1306
2025
Q1 		$257K Sell
2,011
-137
-6% -$18.6K ﹤0.01% 1158
2024
Q4 		$284K Sell
2,148
-98
-4% -$13.8K ﹤0.01% 1125
2024
Q3 		$327K Buy
2,246
+212
+10% +$30.7K ﹤0.01% 997
2024
Q2 		$279K Buy
2,034
+196
+11% +$26.2K ﹤0.01% 1053
2024
Q1 		$252K Sell
1,838
-23,270
-93% -$3.18M ﹤0.01% 1018
2023
Q4 		$3.4M Buy
25,108
+2,215
+10% +$270K 0.02% 721
2023
Q3 		$2.8M Buy
22,893
+3,467
+18% +$441K 0.02% 730
2023
Q2 		$2.47M Sell
19,426
-1,486
-7% -$193K 0.01% 776
2023
Q1 		$2.7M Sell
20,912
-3,610
-15% -$473K 0.02% 691
2022
Q4 		$3.22M Sell
24,522
-3,078
-11% -$398K 0.02% 596
2022
Q3 		$3.23M Buy
27,600
+5,698
+26% +$708K 0.03% 544
2022
Q2 		$2.58M Buy
21,902
+1,507
+7% +$179K 0.02% 583
2022
Q1 		$2.66M Buy
20,395
+1,463
+8% +$191K 0.02% 629
2021
Q4 		$2.89M Buy
18,932
+9,099
+93% +$1.41M 0.02% 581
2021
Q3 		$1.59M Sell
9,833
-754
-7% -$127K 0.01% 721
2021
Q2 		$1.73M Buy
10,587
+38
+0.4% +$5.85K 0.02% 679
2021
Q1 		$1.59M Buy
10,549
+1
+0% +$159 0.02% 635
2020
Q4 		$1.6M Sell
10,548
-30
-0.3% -$4.29K 0.02% 563
2020
Q3 		$1.43M Sell
10,578
-9,537
-47% -$1.29M 0.02% 522
2020
Q2 		$2.75M Sell
20,115
-38,492
-66% -$4.91M 0.04% 327
2020
Q1 		$6.31M Buy
58,607
+45,780
+357% +$5.27M 0.15% 139
2019
Q4 		$1.55M Buy
12,827
+539
+4% +$60.1K 0.03% 421
2019
Q3 		$1.22M Sell
12,288
-1,466
-11% -$153K 0.04% 401
2019
Q2 		$1.5M Buy
13,754
+8,155
+146% +$867K 0.05% 298
2019
Q1 		$626K Sell
5,599
-3,274
-37% -$359K 0.04% 300
2018
Q4 		$856K Sell
8,873
-3,092
-26% -$328K 0.15% 168
2018
Q3 		$1.46M Buy
11,965
+6,460
+117% +$761K 0.08% 170
2018
Q2 		$605K Buy
5,505
+186
+3% +$19.9K 0.04% 236
2018
Q1 		$568K Buy
5,319
+3,346
+170% +$371K 0.04% 238
2017
Q4 		$211K Sell
1,973
-1,657
-46% -$177K 0.02% 389
2017
Q3 		$404K Buy
3,630
+948
+35% +$101K 0.04% 261
2017
Q2 		$277K Buy
+2,682
New +$264K 0.03% 308

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

AE Wealth Management's IBB Position: Q2 2026 in Review

AE Wealth Management increased its iShares Biotechnology ETF (IBB) stake by 26% in Q2 2026, buying an estimated $80.8K and bringing the position to 2,282 shares worth $434K. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

AE Wealth Management first reported a position in IBB in Q2 2017 and has held it in 37 quarters since. The position peaked at $6.31M in Q1 2020. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • AE Wealth Management held 2,282 shares of iShares Biotechnology ETF worth $434K as of Q2 2026.
  • AE Wealth Management bought 470 iShares Biotechnology ETF shares in Q2 2026, an estimated $80.8K.
  • iShares Biotechnology ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1294 holding.
  • AE Wealth Management first reported a position in iShares Biotechnology ETF in Q2 2017 and has held it in 37 quarters since.
  • AE Wealth Management's iShares Biotechnology ETF position peaked at $6.31M in Q1 2020.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.