Avidian Wealth Enterprises
IBB icon

Avidian Wealth Enterprises’s iShares Biotechnology ETF IBB Stock Holding History

Avidian Wealth Enterprises’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
Q3 		– Sell
-2,015
Closed -$383K – 775
2026
Q2 		$383K Sell
2,015
-133
-6% -$22.9K 0.01% 536
2026
Q1 		$363K Hold
2,148
– – 0.01% 504
2025
Q4 		$362K Buy
2,148
+36
+2% +$5.85K 0.01% 437
2025
Q3 		$305K Hold
2,112
– – 0.01% 468
2025
Q2 		$267K Sell
2,112
-384
-15% -$47.1K 0.01% 462
2025
Q1 		$319K Sell
2,496
-2
-0.1% -$271 0.01% 404
2024
Q4 		$330K Hold
2,498
– – 0.01% 381
2024
Q3 		$364K Buy
2,498
+300
+14% +$43.4K 0.02% 358
2024
Q2 		$302K Sell
2,198
-78
-3% -$10.4K 0.01% 390
2024
Q1 		$312K Buy
2,276
+50
+2% +$6.83K 0.02% 351
2023
Q4 		$302K Buy
+2,226
New +$272K 0.02% 338
2023
Q3 		– Sell
-1,929
Closed -$245K – 410
2023
Q2 		$245K Buy
1,929
+15
+0.8% +$1.95K 0.02% 369
2023
Q1 		$247K Buy
1,914
+16
+0.8% +$2.09K 0.01% 419
2022
Q4 		$249K Buy
1,898
+1
+0.1% +$129 0.02% 393
2022
Q3 		$222K Hold
1,897
– – 0.02% 374
2022
Q2 		$223K Buy
1,897
+210
+12% +$24.9K 0.02% 401
2022
Q1 		$220K Hold
1,687
– – 0.01% 443
2021
Q4 		$258K Buy
+1,687
New +$261K 0.02% 441
2019
Q3 		– Sell
-1,868
Closed -$204K – 200
2019
Q2 		$204K Sell
1,868
-133,636
-99% -$14.2M 0.05% 138
2019
Q1 		$15.1M Buy
135,504
+41,330
+44% +$4.53M 3.37% 9
2018
Q4 		$9.08M Sell
94,174
-10,324
-10% -$1.1M 3.17% 12
2018
Q3 		$12.7M Sell
104,498
-2,613
-2% -$308K 3.99% 8
2018
Q2 		$11.8M Buy
107,111
+1,047
+1% +$112K 3.71% 10
2018
Q1 		$11.3M Buy
106,064
+6,315
+6% +$700K 3.79% 12
2017
Q4 		$10.6M Buy
+99,749
New +$10.7M 2.85% 13

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Avidian Wealth Enterprises's IBB Position: Q3 2026 in Review

Avidian Wealth Enterprises sold out of iShares Biotechnology ETF (IBB) in Q3 2026, closing a stake of 2,015 shares — an estimated $383K sold.

Avidian Wealth Enterprises first reported a position in IBB in Q4 2017 and held it in 25 quarters. The position peaked at $15.1M in Q1 2019. 303 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

  • Avidian Wealth Enterprises reported no remaining iShares Biotechnology ETF position as of Q3 2026 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 2,015 iShares Biotechnology ETF shares in Q3 2026, an estimated $383K.
  • Avidian Wealth Enterprises first reported a position in iShares Biotechnology ETF in Q4 2017 and held it in 25 quarters.
  • Avidian Wealth Enterprises's iShares Biotechnology ETF position peaked at $15.1M in Q1 2019.
  • 303 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.