Baltimore-Washington Financial Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Baltimore-Washington Financial 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	$1.24M	Sell	6,516 -15	-0.2%	-$2.58K	0.05%	91
2026 Q1	$1.1M	Sell	6,531 -26	-0.4%	-$4.45K	0.05%	85
2025 Q4	$1.11M	Sell	6,557 -212	-3%	-$34.4K	0.05%	92
2025 Q3	$977K	Sell	6,769 -30	-0.4%	-$4.09K	0.04%	96
2025 Q2	$860K	Sell	6,799 -16	-0.2%	-$1.96K	0.04%	96
2025 Q1	$872K	Sell	6,815 -439	-6%	-$59.5K	0.05%	88
2024 Q4	$959K	Sell	7,254 -53	-0.7%	-$7.45K	0.05%	92
2024 Q3	$1.06M	Sell	7,307 -104	-1%	-$15K	0.06%	91
2024 Q2	$1.02M	Buy	7,411 +213	+3%	+$28.4K	0.06%	92
2024 Q1	$988K	Sell	7,198 -611	-8%	-$83.4K	0.06%	92
2023 Q4	$1.06M	Sell	7,809 -1,333	-15%	-$163K	0.07%	95
2023 Q3	$1.12M	Sell	9,142 -837	-8%	-$106K	0.09%	93
2023 Q2	$1.27M	Sell	9,979 -12,454	-56%	-$1.62M	0.1%	94
2023 Q1	$2.9M	Sell	22,433 -1,290	-5%	-$169K	0.26%	84
2022 Q4	$3.11M	Sell	23,723 -589	-2%	-$76.1K	0.3%	76
2022 Q3	$2.84M	Sell	24,312 -1,826	-7%	-$227K	0.24%	70
2022 Q2	$3.07M	Sell	26,138 -43,119	-62%	-$5.12M	0.33%	69
2022 Q1	$10.4M	Buy	69,257 +2,623	+4%	+$342K	1.02%	42
2021 Q4	$10.2M	Sell	66,634 -3,786	-5%	-$586K	0.82%	52
2021 Q3	$11.4M	Sell	70,420 -386	-0.5%	-$65K	1%	43
2021 Q2	$11.6M	Buy	70,806 +1,109	+2%	+$171K	1.08%	41
2021 Q1	$10.5M	Buy	69,697 +936	+1%	+$149K	1.07%	41
2020 Q4	$10.4M	Sell	68,761 -70	-0.1%	-$10K	1.14%	38
2020 Q3	$9.32M	Sell	68,831 -121	-0.2%	-$16.4K	1.21%	36
2020 Q2	$9.43M	Buy	68,952 +85	+0.1%	+$10.8K	1.3%	32
2020 Q1	$7.42M	Buy	68,867 +775	+1%	+$89.2K	1.34%	31
2019 Q4	$8.21M	Buy	68,092 +2,392	+4%	+$267K	1.21%	39
2019 Q3	$6.54M	Sell	65,700 -2,598	-4%	-$272K	1.07%	44
2019 Q2	$7.45M	Sell	68,298 -1,970	-3%	-$210K	1.25%	35
2019 Q1	$7.86M	Buy	70,268 +437	+0.6%	+$47.9K	1.37%	31
2018 Q4	$6.73M	Sell	69,831 -90	-0.1%	-$9.55K	1.39%	35
2018 Q3	$8.53M	Buy	69,921 +7,842	+13%	+$923K	1.54%	31
2018 Q2	$6.82M	Buy	62,079 +510	+0.8%	+$54.5K	1.35%	35
2018 Q1	$6.57M	Sell	61,569 -1,591	-3%	-$176K	1.43%	36
2017 Q4	$6.74M	Buy	63,160 +808	+1%	+$86.4K	1.42%	37
2017 Q3	$6.93M	Buy	62,352 +4,191	+7%	+$448K	1.57%	32
2017 Q2	$6.01M	Buy	58,161 +1,140	+2%	+$112K	1.44%	33
2017 Q1	$5.57M	Buy	57,021 +2,760	+5%	+$264K	1.42%	34
2016 Q4	$4.8M	Buy	+54,261	New	+$4.94M	1.31%	38

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Baltimore-Washington Financial Advisors's IBB Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors reduced its iShares Biotechnology ETF (IBB) stake by 0.23% in Q2 2026, selling an estimated $2.58K and leaving 6,516 shares worth $1.24M. The position accounts for 0.05% of the portfolio, ranked #91.

Baltimore-Washington Financial Advisors first reported a position in IBB in Q4 2016 and has held it in 39 quarters since. The position peaked at $11.6M in Q2 2021. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Baltimore-Washington Financial Advisors held 6,516 shares of iShares Biotechnology ETF worth $1.24M as of Q2 2026.
Baltimore-Washington Financial Advisors sold 15 iShares Biotechnology ETF shares in Q2 2026, an estimated $2.58K.
iShares Biotechnology ETF made up 0.05% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #91 holding.
Baltimore-Washington Financial Advisors first reported a position in iShares Biotechnology ETF in Q4 2016 and has held it in 39 quarters since.
Baltimore-Washington Financial Advisors's iShares Biotechnology ETF position peaked at $11.6M in Q2 2021.
954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.