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Beacon Pointe Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Beacon Pointe 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 		$12M Buy
63,297
+1,231
+2% +$212K 0.06% 299
2026
Q1 		$10.5M Buy
62,066
+10,322
+20% +$1.77M 0.06% 306
2025
Q4 		$8.73M Buy
51,744
+10,545
+26% +$1.71M 0.06% 280
2025
Q3 		$5.95M Sell
41,199
-142
-0.3% -$19.4K 0.05% 316
2025
Q2 		$5.23M Sell
41,341
-8,734
-17% -$1.07M 0.05% 300
2025
Q1 		$6.4M Buy
50,075
+4,356
+10% +$591K 0.07% 249
2024
Q4 		$6.04M Sell
45,719
-7,006
-13% -$985K 0.07% 241
2024
Q3 		$7.68M Buy
52,725
+4,469
+9% +$647K 0.09% 204
2024
Q2 		$6.62M Sell
48,256
-867
-2% -$116K 0.08% 224
2024
Q1 		$6.74M Sell
49,123
-10,655
-18% -$1.46M 0.08% 231
2023
Q4 		$8.12M Sell
59,778
-2,320
-4% -$283K 0.1% 187
2023
Q3 		$7.59M Sell
62,098
-8,327
-12% -$1.06M 0.09% 196
2023
Q2 		$8.94M Sell
70,425
-2,948
-4% -$383K 0.15% 138
2023
Q1 		$9.48M Buy
73,373
+765
+1% +$100K 0.16% 133
2022
Q4 		$9.53M Buy
72,608
+7,214
+11% +$932K 0.18% 120
2022
Q3 		$7.66M Sell
65,394
-8,353
-11% -$1.04M 0.17% 133
2022
Q2 		$8.68M Buy
73,747
+651
+0.9% +$77.3K 0.18% 125
2022
Q1 		$9.52M Buy
73,096
+28,842
+65% +$3.76M 0.13% 158
2021
Q4 		$6.75M Sell
44,254
-1,542
-3% -$239K 0.18% 118
2021
Q3 		$7.4M Buy
45,796
+16,467
+56% +$2.77M 0.18% 131
2021
Q2 		$4.8M Buy
29,329
+27,020
+1,170% +$4.16M 0.17% 120
2021
Q1 		$349K Buy
2,309
+80
+4% +$12.7K 0.02% 356
2020
Q4 		$338K Buy
2,229
+278
+14% +$39.7K 0.02% 346
2020
Q3 		$264K Sell
1,951
-3,349
-63% -$454K 0.03% 318
2020
Q2 		$725K Buy
+5,300
New +$676K 0.07% 191

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

Beacon Pointe Advisors's IBB Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares Biotechnology ETF (IBB) stake by 2% in Q2 2026, buying an estimated $212K and bringing the position to 63,297 shares worth $12M. The position accounts for 0.06% of the portfolio, ranked #299.

Beacon Pointe Advisors first reported a position in IBB in Q2 2020 and has held it in 25 quarters since. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Beacon Pointe Advisors held 63,297 shares of iShares Biotechnology ETF worth $12M as of Q2 2026.
  • Beacon Pointe Advisors bought 1,231 iShares Biotechnology ETF shares in Q2 2026, an estimated $212K.
  • iShares Biotechnology ETF made up 0.06% of Beacon Pointe Advisors's portfolio in Q2 2026, its #299 holding.
  • Beacon Pointe Advisors first reported a position in iShares Biotechnology ETF in Q2 2020 and has held it in 25 quarters since.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.