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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
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

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

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

Aprio Wealth Management reduced its iShares Biotechnology ETF (IBB) stake by 12% in Q1 2026, selling an estimated $111K and leaving 4,949 shares worth $836K. The position accounts for 0.05% of the portfolio, ranked #237.

Aprio Wealth Management first reported a position in IBB in Q4 2024 and has held it in 6 quarters since. The position peaked at $18.5M in Q4 2024. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Aprio Wealth Management held 4,949 shares of iShares Biotechnology ETF worth $836K as of Q1 2026.
  • Aprio Wealth Management sold 648 iShares Biotechnology ETF shares in Q1 2026, an estimated $111K.
  • iShares Biotechnology ETF made up 0.05% of Aprio Wealth Management's portfolio in Q1 2026, its #237 holding.
  • Aprio Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2024 and has held it in 6 quarters since.
  • Aprio Wealth Management's iShares Biotechnology ETF position peaked at $18.5M in Q4 2024.
  • 917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.