Aprio Wealth Management
IBB icon

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

Aprio 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
Q3 		$1.04M Sell
4,933
-10
-0.2% -$2.01K 0.05% 244
2026
Q2 		$940K Sell
4,943
-6
-0.1% -$1.03K 0.05% 246
2026
Q1 		$836K Sell
4,949
-648
-12% -$111K 0.05% 237
2025
Q4 		$945K Sell
5,597
-389
-6% -$63.2K 0.05% 206
2025
Q3 		$864K Sell
5,986
-7,117
-54% -$971K 0.09% 136
2025
Q2 		$1.66M Sell
13,103
-96,985
-88% -$11.9M 0.19% 77
2025
Q1 		$14.1M Sell
110,088
-29,659
-21% -$4.02M 1.76% 11
2024
Q4 		$18.5M Buy
+139,747
New +$19.6M 2.7% 9

Other funds holding IBB

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return

Aprio Wealth Management's IBB Position: Q3 2026 in Review

Aprio Wealth Management reduced its iShares Biotechnology ETF (IBB) stake by 0.2% in Q3 2026, selling an estimated $2.01K and leaving 4,933 shares worth $1.04M. The position accounts for 0.05% of the portfolio, ranked #244.

Aprio Wealth Management first reported a position in IBB in Q4 2024 and has held it in 8 quarters since. The position peaked at $18.5M in Q4 2024. 603 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

  • Aprio Wealth Management held 4,933 shares of iShares Biotechnology ETF worth $1.04M as of Q3 2026.
  • Aprio Wealth Management sold 10 iShares Biotechnology ETF shares in Q3 2026, an estimated $2.01K.
  • iShares Biotechnology ETF made up 0.05% of Aprio Wealth Management's portfolio in Q3 2026, its #244 holding.
  • Aprio Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2024 and has held it in 8 quarters since.
  • Aprio Wealth Management's iShares Biotechnology ETF position peaked at $18.5M in Q4 2024.
  • 603 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.