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Arkadios Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Arkadios Wealth Advisors’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 		$2.09M Sell
10,967
-11
-0.1% -$1.89K 0.03% 519
2026
Q1 		$1.85M Buy
10,978
+55
+0.5% +$9.4K 0.03% 538
2025
Q4 		$1.84M Buy
10,923
+3,536
+48% +$574K 0.04% 471
2025
Q3 		$1.07M Buy
7,387
+470
+7% +$64.2K 0.03% 613
2025
Q2 		$875K Buy
6,917
+828
+14% +$102K 0.03% 617
2025
Q1 		$779K Buy
6,089
+1,997
+49% +$271K 0.03% 544
2024
Q4 		$541K Sell
4,092
-64
-2% -$9K 0.03% 516
2024
Q3 		$605K Sell
4,156
-313
-7% -$45.3K 0.03% 476
2024
Q2 		$613K Sell
4,469
-56
-1% -$7.48K 0.04% 411
2024
Q1 		$621K Sell
4,525
-116
-2% -$15.8K 0.05% 341
2023
Q4 		$630K Sell
4,641
-259
-5% -$31.6K 0.05% 313
2023
Q3 		$599K Sell
4,900
-707
-13% -$89.9K 0.06% 295
2023
Q2 		$712K Sell
5,607
-561
-9% -$72.9K 0.08% 239
2023
Q1 		$797K Buy
6,168
+1,568
+34% +$205K 0.09% 219
2022
Q4 		$604K Sell
4,600
-333
-7% -$43K 0.08% 255
2022
Q3 		$577K Sell
4,933
-1,809
-27% -$225K 0.09% 249
2022
Q2 		$793K Buy
6,742
+1,124
+20% +$133K 0.12% 206
2022
Q1 		$732K Buy
5,618
+752
+15% +$98K 0.1% 239
2021
Q4 		$743K Buy
4,866
+107
+2% +$16.6K 0.1% 239
2021
Q3 		$769K Sell
4,759
-850
-15% -$143K 0.11% 207
2021
Q2 		$917K Sell
5,609
-8,537
-60% -$1.31M 0.11% 215
2021
Q1 		$2.13M Buy
14,146
+343
+2% +$54.5K 0.35% 71
2020
Q4 		$2.09M Buy
13,803
+8,527
+162% +$1.22M 0.44% 60
2020
Q3 		$737K Buy
5,276
+424
+9% +$57.5K 0.37% 59
2020
Q2 		$681K Buy
4,852
+1,942
+67% +$248K 0.38% 55
2020
Q1 		$314K Buy
2,910
+151
+5% +$17.4K 0.2% 117
2019
Q4 		$336K Buy
+2,759
New +$308K 0.2% 111

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Arkadios Wealth Advisors's IBB Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its iShares Biotechnology ETF (IBB) stake by 0.1% in Q2 2026, selling an estimated $1.89K and leaving 10,967 shares worth $2.09M. The position accounts for 0.03% of the portfolio, ranked #519.

Arkadios Wealth Advisors first reported a position in IBB in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.13M in Q1 2021. 955 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Arkadios Wealth Advisors held 10,967 shares of iShares Biotechnology ETF worth $2.09M as of Q2 2026.
  • Arkadios Wealth Advisors sold 11 iShares Biotechnology ETF shares in Q2 2026, an estimated $1.89K.
  • iShares Biotechnology ETF made up 0.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #519 holding.
  • Arkadios Wealth Advisors first reported a position in iShares Biotechnology ETF in Q4 2019 and has held it in 27 quarters since.
  • Arkadios Wealth Advisors's iShares Biotechnology ETF position peaked at $2.13M in Q1 2021.
  • 955 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.