AWE
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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 $1.37T 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

Avidian Wealth Enterprises's IBB Position: Q1 2026 in Review

Avidian Wealth Enterprises held its iShares Biotechnology ETF (IBB) position steady in Q1 2026 at 2,148 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #504.

Avidian Wealth Enterprises first reported a position in IBB in Q4 2017 and has held it in 24 quarters since. The position peaked at $15.1M in Q1 2019. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Avidian Wealth Enterprises held 2,148 shares of iShares Biotechnology ETF worth $363K as of Q1 2026.
  • Avidian Wealth Enterprises left its iShares Biotechnology ETF share count unchanged in Q1 2026.
  • iShares Biotechnology ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #504 holding.
  • Avidian Wealth Enterprises first reported a position in iShares Biotechnology ETF in Q4 2017 and has held it in 24 quarters since.
  • Avidian Wealth Enterprises's iShares Biotechnology ETF position peaked at $15.1M in Q1 2019.
  • 917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.