Angeles Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Angeles 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	$45.1K	Buy	237 +30	+14%	+$5.16K	﹤0.01%	572
2026 Q1	$35K	Hold	207	–	–	﹤0.01%	480
2025 Q4	$34.9K	Buy	207 +183	+763%	+$29.7K	﹤0.01%	427
2025 Q3	$3.46K	Hold	24	–	–	﹤0.01%	405
2025 Q2	$3.04K	Sell	24 -500	-95%	-$61.4K	﹤0.01%	423
2025 Q1	$67K	Hold	524	–	–	0.01%	320
2024 Q4	$69.3K	Buy	524 +500	+2,083%	+$70.3K	0.01%	331
2024 Q3	$3.49K	Hold	24	–	–	﹤0.01%	326
2024 Q2	$3.29K	Buy	+24	New	+$3.2K	﹤0.01%	301

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

Angeles Wealth Management increased its iShares Biotechnology ETF (IBB) stake by 14% in Q2 2026, buying an estimated $5.16K and bringing the position to 237 shares worth $45.1K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Angeles Wealth Management first reported a position in IBB in Q2 2024 and has held it in 9 quarters since. The position peaked at $69.3K in Q4 2024. 956 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Angeles Wealth Management held 237 shares of iShares Biotechnology ETF worth $45.1K as of Q2 2026.
Angeles Wealth Management bought 30 iShares Biotechnology ETF shares in Q2 2026, an estimated $5.16K.
iShares Biotechnology ETF made up ﹤0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #572 holding.
Angeles Wealth Management first reported a position in iShares Biotechnology ETF in Q2 2024 and has held it in 9 quarters since.
Angeles Wealth Management's iShares Biotechnology ETF position peaked at $69.3K in Q4 2024.
956 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.