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Benjamin Edwards Inc’s iShares Biotechnology ETF IBB Stock Holding History

Benjamin Edwards Inc’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 		$614K Sell
3,231
-12,654
-80% -$2.17M 0.01% 979
2026
Q1 		$2.68M Buy
15,885
+4,160
+35% +$711K 0.03% 467
2025
Q4 		$1.98M Buy
11,725
+10,305
+726% +$1.67M 0.02% 505
2025
Q3 		$205K Buy
+1,420
New +$194K ﹤0.01% 1241
2025
Q2 		– Sell
-1,608
Closed -$206K – 1181
2025
Q1 		$206K Sell
1,608
-91
-5% -$12.3K ﹤0.01% 1044
2024
Q4 		$225K Buy
1,699
+20
+1% +$2.81K ﹤0.01% 1050
2024
Q3 		$244K Buy
+1,679
New +$243K ﹤0.01% 1013
2022
Q4 		– Sell
-35
Closed -$4K – 743
2022
Q3 		$4K Sell
35
-948
-96% -$118K ﹤0.01% 624
2022
Q2 		$116K Sell
983
-177
-15% -$21K 0.03% 325
2022
Q1 		$151K Buy
1,160
+116
+11% +$15.1K 0.04% 303
2021
Q4 		$159K Buy
1,044
+151
+17% +$23.4K 0.05% 290
2021
Q3 		$144K Sell
893
-17
-2% -$2.86K 0.09% 204
2021
Q2 		$149K Buy
910
+54
+6% +$8.32K 0.1% 184
2021
Q1 		$129K Buy
856
+35
+4% +$5.56K 0.1% 185
2020
Q4 		$124K Sell
821
-95
-10% -$13.6K 0.1% 176
2020
Q3 		$124K Sell
916
-22
-2% -$2.98K 0.1% 155
2020
Q2 		$128K Buy
938
+11
+1% +$1.4K 0.11% 140
2020
Q1 		$100K Buy
+927
New +$107K 0.1% 141

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

Benjamin Edwards Inc's IBB Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its iShares Biotechnology ETF (IBB) stake by 80% in Q2 2026, selling an estimated $2.17M and leaving 3,231 shares worth $614K. The position accounts for 0.01% of the portfolio, ranked #979.

Benjamin Edwards Inc first reported a position in IBB in Q1 2020 and has held it in 18 quarters since. The position peaked at $2.68M in Q1 2026. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Benjamin Edwards Inc held 3,231 shares of iShares Biotechnology ETF worth $614K as of Q2 2026.
  • Benjamin Edwards Inc sold 12,654 iShares Biotechnology ETF shares in Q2 2026, an estimated $2.17M.
  • iShares Biotechnology ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #979 holding.
  • Benjamin Edwards Inc first reported a position in iShares Biotechnology ETF in Q1 2020 and has held it in 18 quarters since.
  • Benjamin Edwards Inc's iShares Biotechnology ETF position peaked at $2.68M in Q1 2026.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.