AAS
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Avantax Advisory Services’s iShares Biotechnology ETF IBB Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$818K Buy
6,465
+128
+2% +$15.7K ﹤0.01% 1289
2025
Q1 		$810K Buy
6,337
+314
+5% +$42.6K ﹤0.01% 1197
2024
Q4 		$796K Buy
6,023
+1,064
+21% +$150K 0.01% 1158
2024
Q3 		$722K Buy
4,959
+247
+5% +$35.7K ﹤0.01% 1193
2024
Q2 		$647K Sell
4,712
-575
-11% -$76.8K ﹤0.01% 1208
2024
Q1 		$726K Buy
5,287
+1,466
+38% +$200K 0.01% 879
2023
Q4 		$519K Sell
3,821
-351
-8% -$42.8K 0.01% 963
2023
Q3 		$510K Sell
4,172
-171
-4% -$21.7K 0.01% 940
2023
Q2 		$551K Sell
4,343
-199
-4% -$25.9K 0.01% 903
2023
Q1 		$587K Buy
4,542
+769
+20% +$101K 0.01% 848
2022
Q4 		$495K Sell
3,773
-66
-2% -$8.53K 0.01% 870
2022
Q3 		$449K Buy
3,839
+50
+1% +$6.21K 0.01% 824
2022
Q2 		$446K Buy
3,789
+211
+6% +$25K 0.01% 832
2022
Q1 		$466K Sell
3,578
-160
-4% -$20.8K 0.01% 810
2021
Q4 		$571K Sell
3,738
-154
-4% -$23.8K 0.01% 718
2021
Q3 		$628K Buy
3,892
+516
+15% +$86.8K 0.01% 629
2021
Q2 		$551K Buy
3,376
+216
+7% +$33.3K 0.01% 672
2021
Q1 		$476K Sell
3,160
-16,568
-84% -$2.63M 0.01% 636
2020
Q4 		$3M Sell
19,728
-12,990
-40% -$1.86M 0.07% 191
2020
Q3 		$4.42M Buy
32,718
+8,341
+34% +$1.13M 0.07% 224
2020
Q2 		$3.33M Buy
24,377
+21,053
+633% +$2.68M 0.1% 156
2020
Q1 		$359K Sell
3,324
-9,326
-74% -$1.07M 0.01% 517
2019
Q4 		$1.53M Buy
12,650
+9,780
+341% +$1.09M 0.04% 259
2019
Q3 		$284K Buy
2,870
+765
+36% +$80.1K 0.01% 447
2019
Q2 		$230K Buy
2,105
+223
+12% +$23.7K 0.01% 452
2019
Q1 		$210K Buy
+1,882
New +$206K 0.01% 451

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Avantax Advisory Services's IBB Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Biotechnology ETF (IBB) stake by 2% in Q2 2025, buying an estimated $15.7K and bringing the position to 6,465 shares worth $818K. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

Avantax Advisory Services first reported a position in IBB in Q1 2019 and has held it in 26 quarters since. The position peaked at $4.42M in Q3 2020. 797 funds tracked by Wall St. Rank hold IBB as of Q2 2025.

  • Avantax Advisory Services held 6,465 shares of iShares Biotechnology ETF worth $818K as of Q2 2025.
  • Avantax Advisory Services bought 128 iShares Biotechnology ETF shares in Q2 2025, an estimated $15.7K.
  • iShares Biotechnology ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1289 holding.
  • Avantax Advisory Services first reported a position in iShares Biotechnology ETF in Q1 2019 and has held it in 26 quarters since.
  • Avantax Advisory Services's iShares Biotechnology ETF position peaked at $4.42M in Q3 2020.
  • 797 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.