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

Axxcess 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
Q1 		– Sell
-2,800
Closed -$473K – 673
2025
Q4 		$473K Buy
+2,800
New +$455K 0.01% 718
2024
Q4 		– Sell
-4,078
Closed -$594K – 893
2024
Q3 		$594K Sell
4,078
-724
-15% -$105K 0.01% 513
2024
Q2 		$659K Sell
4,802
-747
-13% -$99.7K 0.02% 469
2024
Q1 		$761K Sell
5,549
-937
-14% -$128K 0.02% 437
2023
Q4 		$881K Buy
6,486
+2,310
+55% +$282K 0.03% 384
2023
Q3 		$511K Sell
4,176
-21
-0.5% -$2.67K 0.02% 465
2023
Q2 		$533K Sell
4,197
-21,150
-83% -$2.75M 0.04% 342
2023
Q1 		$3.27M Buy
25,347
+3,841
+18% +$503K 0.25% 88
2022
Q4 		$2.82M Sell
21,506
-433
-2% -$56K 0.23% 95
2022
Q3 		$2.57M Buy
21,939
+534
+2% +$66.3K 0.24% 86
2022
Q2 		$2.52M Buy
+21,405
New +$2.54M 0.23% 93

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 $303B AUM 53.02% 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 $424B AUM 22.94% 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

Axxcess Wealth Management's IBB Position: Q1 2026 in Review

Axxcess Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q1 2026, closing a stake of 2,800 shares — an estimated $473K sold.

Axxcess Wealth Management first reported a position in IBB in Q2 2022 and held it in 11 quarters. The position peaked at $3.27M in Q1 2023. 919 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Axxcess Wealth Management reported no remaining iShares Biotechnology ETF position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 2,800 iShares Biotechnology ETF shares in Q1 2026, an estimated $473K.
  • Axxcess Wealth Management first reported a position in iShares Biotechnology ETF in Q2 2022 and held it in 11 quarters.
  • Axxcess Wealth Management's iShares Biotechnology ETF position peaked at $3.27M in Q1 2023.
  • 919 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.