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Beverly Hills Private Wealth’s iShares Biotechnology ETF IBB Stock Holding History

Beverly Hills Private Wealth’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 		$537K Sell
2,821
-150
-5% -$25.8K 0.1% 152
2026
Q1 		$502K Hold
2,971
– – 0.08% 184
2025
Q4 		$501K Hold
2,971
– – 0.09% 179
2025
Q3 		$429K Hold
2,971
– – 0.08% 205
2025
Q2 		$376K Hold
2,971
– – 0.07% 219
2025
Q1 		$380K Sell
2,971
-1
-0% -$136 0.08% 213
2024
Q4 		$393K Buy
2,972
+1,319
+80% +$185K 0.08% 203
2024
Q3 		$241K Sell
1,653
-626
-27% -$90.6K 0.05% 301
2024
Q2 		$313K Hold
2,279
– – 0.07% 267
2024
Q1 		$313K Buy
2,279
+1
+0% +$137 0.07% 267
2023
Q4 		$309K Sell
2,278
-216
-9% -$26.4K 0.08% 248
2023
Q3 		$305K Sell
2,494
-154
-6% -$19.6K 0.09% 227
2023
Q2 		$337K Hold
2,648
– – 0.06% 277
2023
Q1 		$342K Buy
2,648
+575
+28% +$75.3K 0.11% 206
2022
Q4 		$272K Buy
+2,073
New +$268K 0.12% 190

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

Beverly Hills Private Wealth's IBB Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its iShares Biotechnology ETF (IBB) stake by 5% in Q2 2026, selling an estimated $25.8K and leaving 2,821 shares worth $537K. The position accounts for 0.1% of the portfolio, ranked #152.

Beverly Hills Private Wealth first reported a position in IBB in Q4 2022 and has held it in 15 quarters since. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Beverly Hills Private Wealth held 2,821 shares of iShares Biotechnology ETF worth $537K as of Q2 2026.
  • Beverly Hills Private Wealth sold 150 iShares Biotechnology ETF shares in Q2 2026, an estimated $25.8K.
  • iShares Biotechnology ETF made up 0.1% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #152 holding.
  • Beverly Hills Private Wealth first reported a position in iShares Biotechnology ETF in Q4 2022 and has held it in 15 quarters since.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.