AWM
IBB icon

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
2019
Q3 		– Sell
-800
Closed -$2K – 1025
2019
Q2 		$2K Buy
+800
New +$85.1K ﹤0.01% 967

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AE Wealth Management's IBB Position: Q1 2026 in Review

AE Wealth Management increased its iShares Biotechnology ETF (IBB) stake by 20% in Q1 2026, buying an estimated $50.6K and bringing the position to 1,812 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #1366.

AE Wealth Management first reported a position in IBB in Q2 2017 and has held it in 36 quarters since. The position peaked at $6.31M in Q1 2020. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • AE Wealth Management held 1,812 shares of iShares Biotechnology ETF worth $306K as of Q1 2026.
  • AE Wealth Management bought 296 iShares Biotechnology ETF shares in Q1 2026, an estimated $50.6K.
  • iShares Biotechnology ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1366 holding.
  • AE Wealth Management first reported a position in iShares Biotechnology ETF in Q2 2017 and has held it in 36 quarters since.
  • AE Wealth Management's iShares Biotechnology ETF position peaked at $6.31M in Q1 2020.
  • 917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.