Arcadia Wealth Management (New York)’s iShares Biotechnology ETF IBB Stock Holding History

Arcadia Wealth Management (New York)’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	$2.33M	Sell	13,789 -950	-6%	-$162K	1.26%	20
2025 Q4	$2.49M	Sell	14,739 -178	-1%	-$28.9K	1.43%	18
2025 Q3	$2.15M	Sell	14,917 -450	-3%	-$61.4K	1.31%	20
2025 Q2	$1.94M	Sell	15,367 -315	-2%	-$38.7K	1.32%	20
2025 Q1	$2.01M	Sell	15,682 -184	-1%	-$24.9K	1.56%	17
2024 Q4	$2.1M	Buy	+15,866	New	+$2.23M	1.78%	11

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Arcadia Wealth Management (New York)'s IBB Position: Q1 2026 in Review

Arcadia Wealth Management (New York) reduced its iShares Biotechnology ETF (IBB) stake by 6.4% in Q1 2026, selling an estimated $162K and leaving 13,789 shares worth $2.33M. The position accounts for 1.26% of the portfolio, ranked #20.

Arcadia Wealth Management (New York) first reported a position in IBB in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.49M in Q4 2025. 919 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

Arcadia Wealth Management (New York) held 13,789 shares of iShares Biotechnology ETF worth $2.33M as of Q1 2026.
Arcadia Wealth Management (New York) sold 950 iShares Biotechnology ETF shares in Q1 2026, an estimated $162K.
iShares Biotechnology ETF made up 1.26% of Arcadia Wealth Management (New York)'s portfolio in Q1 2026, its #20 holding.
Arcadia Wealth Management (New York) first reported a position in iShares Biotechnology ETF in Q4 2024 and has held it in 6 quarters since.
Arcadia Wealth Management (New York)'s iShares Biotechnology ETF position peaked at $2.49M in Q4 2025.
919 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Arcadia Wealth Management (New York)'s 13F filing for Q1 2026, filed 14 May 2026.