Atlas Private Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Atlas Private 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	$217K	Buy	+1,140	New	+$196K	0.05%	134
2025 Q3	–	Sell	-2,278	Closed	-$288K	–	160
2025 Q2	$288K	Hold	2,278	–	–	0.04%	163
2025 Q1	$291K	Hold	2,278	–	–	0.04%	146
2024 Q4	$301K	Hold	2,278	–	–	0.04%	134
2024 Q3	$332K	Hold	2,278	–	–	0.05%	116
2024 Q2	$313K	Buy	+2,278	New	+$304K	0.05%	116
2024 Q1	–	Sell	-2,278	Closed	-$309K	–	133
2023 Q4	$309K	Hold	2,278	–	–	0.06%	120
2023 Q3	$279K	Hold	2,278	–	–	0.05%	148
2023 Q2	$289K	Buy	+2,278	New	+$296K	0.06%	150
2020 Q3	–	Sell	-215	Closed	-$29K	–	693
2020 Q2	$29K	Buy	+215	New	+$27.4K	0.03%	271

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 22.9% 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

Atlas Private Wealth Advisors's IBB Position: Q2 2026 in Review

Atlas Private Wealth Advisors opened a new position in iShares Biotechnology ETF (IBB) in Q2 2026: 1,140 shares worth $217K. The stake represents 0.05% of the portfolio and ranks #134 among its holdings. This is a return to the name: Atlas Private Wealth Advisors previously reported a position in IBB as recently as Q2 2025.

Atlas Private Wealth Advisors first reported a position in IBB in Q2 2020 and has held it in 10 quarters since. The position peaked at $332K in Q3 2024. 960 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Atlas Private Wealth Advisors held 1,140 shares of iShares Biotechnology ETF worth $217K as of Q2 2026.
iShares Biotechnology ETF was a new Atlas Private Wealth Advisors position in Q2 2026.
iShares Biotechnology ETF made up 0.05% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #134 holding.
Atlas Private Wealth Advisors first reported a position in iShares Biotechnology ETF in Q2 2020 and has held it in 10 quarters since.
Atlas Private Wealth Advisors's iShares Biotechnology ETF position peaked at $332K in Q3 2024.
960 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.