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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
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 $1.37T 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

Arkadios Wealth Advisors's IBB Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its iShares Biotechnology ETF (IBB) stake by 0.5% in Q1 2026, buying an estimated $9.4K and bringing the position to 10,978 shares worth $1.85M. The position accounts for 0.03% of the portfolio, ranked #538.

Arkadios Wealth Advisors first reported a position in IBB in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.13M in Q1 2021. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Arkadios Wealth Advisors held 10,978 shares of iShares Biotechnology ETF worth $1.85M as of Q1 2026.
  • Arkadios Wealth Advisors bought 55 iShares Biotechnology ETF shares in Q1 2026, an estimated $9.4K.
  • iShares Biotechnology ETF made up 0.03% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #538 holding.
  • Arkadios Wealth Advisors first reported a position in iShares Biotechnology ETF in Q4 2019 and has held it in 26 quarters since.
  • Arkadios Wealth Advisors's iShares Biotechnology ETF position peaked at $2.13M in Q1 2021.
  • 917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.