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B. Riley Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History

B. Riley Wealth Advisors’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 		$293K Sell
1,546
-185
-11% -$31.8K 0.02% 636
2026
Q1 		$280K Sell
1,731
-1,260
-42% -$215K 0.02% 608
2025
Q4 		$505K Buy
2,991
+60
+2% +$9.74K 0.02% 513
2025
Q3 		$423K Sell
2,931
-426
-13% -$58.1K 0.02% 591
2025
Q2 		$425K Buy
+3,357
New +$412K 0.02% 591
2024
Q4 		$587K Sell
4,437
-2,346
-35% -$330K 0.02% 638
2024
Q3 		$975K Sell
6,783
-4,939
-42% -$715K 0.03% 505
2024
Q2 		$1.61M Buy
11,722
+229
+2% +$30.6K 0.04% 400
2024
Q1 		$1.41M Sell
11,493
-2,275
-17% -$311K 0.04% 433
2023
Q4 		$1.87M Buy
13,768
+2,275
+20% +$278K 0.05% 379
2023
Q3 		$1.41M Sell
11,493
-537
-4% -$68.3K 0.04% 433
2023
Q2 		$1.53M Sell
12,030
-866
-7% -$112K 0.03% 444
2023
Q1 		$1.67M Sell
12,896
-1,640
-11% -$215K 0.04% 394
2022
Q4 		$1.91M Buy
14,536
+2,502
+21% +$323K 0.05% 347
2022
Q3 		$1.41M Buy
12,034
+721
+6% +$89.5K 0.04% 395
2022
Q2 		$1.33M Sell
11,313
-2,899
-20% -$344K 0.06% 332
2022
Q1 		$1.85M Sell
14,212
-12,593
-47% -$1.64M 0.06% 317
2021
Q4 		$4.09M Buy
26,805
+11,176
+72% +$1.73M 0.12% 184
2021
Q3 		$2.53M Sell
15,629
-383
-2% -$64.5K 0.08% 280
2021
Q2 		$2.61M Sell
16,012
-1,508
-9% -$232K 0.08% 275
2021
Q1 		$2.64M Buy
17,520
+3,729
+27% +$592K 0.09% 247
2020
Q4 		$2.09M Sell
13,791
-5,095
-27% -$728K 0.11% 196
2020
Q3 		$2.56M Buy
18,886
+4,983
+36% +$676K 0.14% 167
2020
Q2 		$1.9M Buy
13,903
+579
+4% +$73.8K 0.13% 173
2020
Q1 		$1.44M Buy
13,324
+8
+0.1% +$921 0.12% 172
2019
Q4 		$1.58M Buy
13,316
+116
+0.9% +$12.9K 0.13% 171
2019
Q3 		$1.31M Sell
13,200
-493
-4% -$51.6K 0.13% 177
2019
Q2 		$1.5M Buy
13,693
+181
+1% +$19.3K 0.16% 132
2019
Q1 		$1.49M Sell
13,512
-749
-5% -$82.2K 0.19% 116
2018
Q4 		$1.38M Sell
14,261
-548
-4% -$58.2K 0.2% 117
2018
Q3 		$1.81M Sell
14,809
-477
-3% -$56.2K 0.22% 105
2018
Q2 		$1.68M Sell
15,286
-235
-2% -$25.1K 0.22% 109
2018
Q1 		$1.66M Sell
15,521
-5,035
-24% -$558K 0.23% 108
2017
Q4 		$2.19M Buy
20,556
+1,035
+5% +$111K 0.3% 90
2017
Q3 		$2.17M Buy
19,521
+2,559
+15% +$274K 0.36% 71
2017
Q2 		$1.75M Buy
16,962
+1,572
+10% +$155K 0.32% 89
2017
Q1 		$1.5M Sell
15,390
-582
-4% -$55.7K 0.3% 92
2016
Q4 		$1.41M Sell
15,972
-4,059
-20% -$369K 0.29% 93
2016
Q3 		$1.36M Sell
20,031
-93
-0.5% -$8.85K 0.27% 95
2016
Q2 		$1.17M Buy
20,124
+7,113
+55% +$638K 0.23% 108
2016
Q1 		$772K Sell
13,011
-528
-4% -$47.2K 0.18% 139
2015
Q4 		$1.53M Buy
13,539
+2,775
+26% +$301K 0.31% 82
2015
Q3 		$1.09M Buy
10,764
+882
+9% +$106K 0.26% 99
2015
Q2 		$1.22M Sell
9,882
-894
-8% -$107K 0.3% 81
2015
Q1 		$1.23M Sell
10,776
-2,667
-20% -$294K 0.3% 89
2014
Q4 		$5.55K Buy
13,443
+5,766
+75% +$560K 0.12% 216
2014
Q3 		$701K Sell
7,677
-6,111
-44% -$536K 0.18% 149
2014
Q2 		$592K Buy
13,788
+8,793
+176% +$693K 0.14% 166
2014
Q1 		$394K Buy
4,995
+840
+20% +$70K 0.12% 198
2013
Q4 		$314K Buy
4,155
+750
+22% +$53.2K 0.1% 233
2013
Q3 		$238K Buy
3,405
+42
+1% +$2.75K 0.08% 281
2013
Q2 		$195K Buy
+3,363
New +$194K 0.07% 327

Other funds holding IBB

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

B. Riley Wealth Advisors's IBB Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its iShares Biotechnology ETF (IBB) stake by 11% in Q2 2026, selling an estimated $31.8K and leaving 1,546 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #636.

B. Riley Wealth Advisors first reported a position in IBB in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.09M in Q4 2021. 326 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • B. Riley Wealth Advisors held 1,546 shares of iShares Biotechnology ETF worth $293K as of Q2 2026.
  • B. Riley Wealth Advisors sold 185 iShares Biotechnology ETF shares in Q2 2026, an estimated $31.8K.
  • iShares Biotechnology ETF made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #636 holding.
  • B. Riley Wealth Advisors first reported a position in iShares Biotechnology ETF in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's iShares Biotechnology ETF position peaked at $4.09M in Q4 2021.
  • 326 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.