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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
2022
Q1 		– Sell
-100
Closed -$15K – 535
2021
Q4 		$15K Buy
+100
New +$15.5K ﹤0.01% 531

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

Avidian Wealth Enterprises's IBB Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its iShares Biotechnology ETF (IBB) stake by 6.2% in Q2 2026, selling an estimated $22.9K and leaving 2,015 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #536.

Avidian Wealth Enterprises first reported a position in IBB in Q4 2017 and has held it in 25 quarters since. The position peaked at $15.1M in Q1 2019. 956 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Avidian Wealth Enterprises held 2,015 shares of iShares Biotechnology ETF worth $383K as of Q2 2026.
  • Avidian Wealth Enterprises sold 133 iShares Biotechnology ETF shares in Q2 2026, an estimated $22.9K.
  • iShares Biotechnology ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #536 holding.
  • Avidian Wealth Enterprises first reported a position in iShares Biotechnology ETF in Q4 2017 and has held it in 25 quarters since.
  • Avidian Wealth Enterprises's iShares Biotechnology ETF position peaked at $15.1M in Q1 2019.
  • 956 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.