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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
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 $1.55T 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 22.9% 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. 960 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.
  • 960 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.