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 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

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

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

Aprio Wealth Management reduced its iShares Biotechnology ETF (IBB) stake by 0.12% in Q2 2026, selling an estimated $1.03K and leaving 4,943 shares worth $940K. The position accounts for 0.05% of the portfolio, ranked #246.

Aprio Wealth Management first reported a position in IBB in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.5M in Q4 2024. 957 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Aprio Wealth Management held 4,943 shares of iShares Biotechnology ETF worth $940K as of Q2 2026.
Aprio Wealth Management sold 6 iShares Biotechnology ETF shares in Q2 2026, an estimated $1.03K.
iShares Biotechnology ETF made up 0.05% of Aprio Wealth Management's portfolio in Q2 2026, its #246 holding.
Aprio Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2024 and has held it in 7 quarters since.
Aprio Wealth Management's iShares Biotechnology ETF position peaked at $18.5M in Q4 2024.
957 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.