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Avior Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Avior Wealth Management’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 		$1.85M Hold
9,707
– – 0.05% 255
2026
Q1 		$1.64M Buy
9,707
+2,170
+29% +$371K 0.05% 275
2025
Q4 		$1.27M Buy
7,537
+530
+8% +$86.1K 0.04% 266
2025
Q3 		$1.01M Buy
7,007
+76
+1% +$10.4K 0.03% 298
2025
Q2 		$877K Sell
6,931
-647
-9% -$79.4K 0.03% 319
2025
Q1 		$969K Buy
7,578
+192
+3% +$26K 0.04% 270
2024
Q4 		$977K Buy
7,386
+4,157
+129% +$584K 0.04% 291
2024
Q3 		$470K Buy
3,229
+2,629
+438% +$380K 0.02% 465
2024
Q2 		$82.4K Sell
600
-135
-18% -$18K ﹤0.01% 927
2024
Q1 		$101K Buy
735
+582
+380% +$79.5K ﹤0.01% 959
2023
Q4 		$20.8K Buy
153
+1
+0.7% +$122 ﹤0.01% 880
2023
Q3 		$18.7K Hold
152
– – ﹤0.01% 950
2023
Q2 		$19.4K Sell
152
-76
-33% -$9.87K ﹤0.01% 934
2023
Q1 		$29.5K Hold
228
– – ﹤0.01% 878
2022
Q4 		$30K Hold
228
– – ﹤0.01% 702
2022
Q3 		$26K Hold
228
– – ﹤0.01% 702
2022
Q2 		$26K Sell
228
-50
-18% -$5.93K ﹤0.01% 644
2022
Q1 		$36K Sell
278
-347
-56% -$45.2K ﹤0.01% 637
2021
Q4 		$95K Sell
625
-112
-15% -$17.3K 0.01% 505
2021
Q3 		$119K Sell
737
-23
-3% -$3.87K 0.01% 469
2021
Q2 		$124K Sell
760
-119
-14% -$18.3K 0.01% 446
2021
Q1 		$132K Sell
879
-45
-5% -$7.15K 0.01% 434
2020
Q4 		$140K Hold
924
– – 0.02% 408
2020
Q3 		$125K Hold
924
– – 0.02% 423
2020
Q2 		$126K Hold
924
– – 0.02% 416
2020
Q1 		$99K Hold
924
– – 0.02% 416
2019
Q4 		$111K Hold
924
– – 0.02% 419
2019
Q3 		$91K Hold
924
– – 0.02% 417
2019
Q2 		$101K Buy
+924
New +$98.3K 0.02% 405

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

Avior Wealth Management's IBB Position: Q2 2026 in Review

Avior Wealth Management held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 9,707 shares worth $1.85M. The position accounts for 0.05% of the portfolio, ranked #255.

Avior Wealth Management first reported a position in IBB in Q2 2019 and has held it in 29 quarters since. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Avior Wealth Management held 9,707 shares of iShares Biotechnology ETF worth $1.85M as of Q2 2026.
  • Avior Wealth Management left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up 0.05% of Avior Wealth Management's portfolio in Q2 2026, its #255 holding.
  • Avior Wealth Management first reported a position in iShares Biotechnology ETF in Q2 2019 and has held it in 29 quarters since.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.