Cary Street Partners Investment Advisory’s iShares Biotechnology ETF IBB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.1M Sell
5,794
-420
-7% -$72.2K 0.22% 104
2026
Q1
$1.05M Buy
6,214
+299
+5% +$51.1K 0.27% 92
2025
Q4
$998K Buy
+5,915
New +$961K 0.27% 97
2023
Q4
Sell
-122
Closed -$14.9K 1156
2023
Q3
$14.9K Hold
122
﹤0.01% 1192
2023
Q2
$15.5K Sell
122
-15
-11% -$1.95K ﹤0.01% 1120
2023
Q1
$17.7K Hold
137
﹤0.01% 1010
2022
Q4
$18K Buy
+137
New +$17.7K ﹤0.01% 1004
2020
Q4
Sell
-108
Closed -$15K 578
2020
Q3
$15K Buy
+108
New +$14.7K ﹤0.01% 705

Other funds holding IBB

Cary Street Partners Investment Advisory's IBB Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its iShares Biotechnology ETF (IBB) stake by 6.8% in Q2 2026, selling an estimated $72.2K and leaving 5,794 shares worth $1.1M. The position accounts for 0.22% of the portfolio, ranked #104.

Cary Street Partners Investment Advisory first reported a position in IBB in Q3 2020 and has held it in 8 quarters since. 699 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Cary Street Partners Investment Advisory held 5,794 shares of iShares Biotechnology ETF worth $1.1M as of Q2 2026.
  • Cary Street Partners Investment Advisory sold 420 iShares Biotechnology ETF shares in Q2 2026, an estimated $72.2K.
  • iShares Biotechnology ETF made up 0.22% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #104 holding.
  • Cary Street Partners Investment Advisory first reported a position in iShares Biotechnology ETF in Q3 2020 and has held it in 8 quarters since.
  • 699 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.