Cerity Partners
IBB icon

Cerity Partners’s iShares Biotechnology ETF IBB Stock Holding History

Cerity Partners’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 		$12.1M Sell
63,694
-6,069
-9% -$1.04M 0.01% 666
2026
Q1 		$11.8M Buy
69,763
+21,881
+46% +$3.74M 0.02% 620
2025
Q4 		$8.08M Buy
47,882
+1,681
+4% +$273K 0.01% 734
2025
Q3 		$6.67M Sell
46,201
-311
-0.7% -$42.5K 0.01% 748
2025
Q2 		$5.88M Sell
46,512
-2,555
-5% -$314K 0.01% 739
2025
Q1 		$6.28M Sell
49,067
-1,887
-4% -$256K 0.01% 649
2024
Q4 		$6.74M Buy
50,954
+741
+1% +$104K 0.01% 612
2024
Q3 		$7.31M Sell
50,213
-3,061
-6% -$443K 0.02% 586
2024
Q2 		$7.31M Sell
53,274
-6,166
-10% -$823K 0.02% 511
2024
Q1 		$8.16M Sell
59,440
-327
-0.5% -$44.7K 0.02% 513
2023
Q4 		$8.12M Buy
59,767
+12,107
+25% +$1.48M 0.03% 411
2023
Q3 		$5.83M Sell
47,660
-67,179
-58% -$8.54M 0.03% 389
2023
Q2 		$14.6M Buy
114,839
+7,378
+7% +$958K 0.06% 291
2023
Q1 		$14.7M Buy
107,461
+13,298
+14% +$1.74M 0.03% 293
2022
Q4 		$12.4M Buy
94,163
+79,088
+525% +$10.2M 0.08% 231
2022
Q3 		$1.76M Sell
15,075
-947
-6% -$118K 0.02% 392
2022
Q2 		$1.88M Sell
16,022
-2,491
-13% -$296K 0.02% 418
2022
Q1 		$2.41M Buy
18,513
+4,822
+35% +$628K 0.04% 298
2021
Q4 		$2.09M Buy
13,691
+4,032
+42% +$624K 0.03% 313
2021
Q3 		$1.56M Sell
9,659
-11
-0.1% -$1.85K 0.03% 297
2021
Q2 		$1.58M Sell
9,670
-11,270
-54% -$1.74M 0.03% 299
2021
Q1 		$3.15M Sell
20,940
-39,138
-65% -$6.22M 0.07% 193
2020
Q4 		$9.1M Buy
60,078
+36,986
+160% +$5.29M 0.29% 73
2020
Q3 		$3.13M Buy
23,092
+181
+0.8% +$24.6K 0.13% 127
2020
Q2 		$3.13M Sell
22,911
-2,020
-8% -$258K 0.17% 107
2020
Q1 		$2.69M Buy
24,931
+2,751
+12% +$317K 0.17% 113
2019
Q4 		$2.67M Buy
22,180
+3,708
+20% +$414K 0.14% 132
2019
Q3 		$1.84M Hold
18,472
– – 0.11% 173
2019
Q2 		$2.02M Sell
18,472
-3,833
-17% -$408K 0.13% 152
2019
Q1 		$2.49M Sell
22,305
-1,070
-5% -$117K 0.17% 142
2018
Q4 		$2.25M Buy
23,375
+199
+0.9% +$21.1K 0.15% 145
2018
Q3 		$2.83M Buy
23,176
+102
+0.4% +$12K 0.2% 129
2018
Q2 		$2.53M Buy
23,074
+900
+4% +$96.3K 0.19% 127
2018
Q1 		$2.37M Sell
22,174
-1,097
-5% -$122K 0.18% 135
2017
Q4 		$2.48M Buy
23,271
+750
+3% +$80.2K 0.17% 130
2017
Q3 		$2.5M Buy
+22,521
New +$2.41M 0.18% 131
2017
Q2 		– Sell
-17,235
Closed -$1.69M – 384
2017
Q1 		$1.69M Buy
+17,235
New +$1.65M 0.14% 141

Other funds holding IBB

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners's IBB Position: Q2 2026 in Review

Cerity Partners reduced its iShares Biotechnology ETF (IBB) stake by 8.7% in Q2 2026, selling an estimated $1.04M and leaving 63,694 shares worth $12.1M. The position accounts for 0.01% of the portfolio, ranked #666.

Cerity Partners first reported a position in IBB in Q1 2017 and has held it in 37 quarters since. The position peaked at $14.7M in Q1 2023. 926 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Cerity Partners held 63,694 shares of iShares Biotechnology ETF worth $12.1M as of Q2 2026.
  • Cerity Partners sold 6,069 iShares Biotechnology ETF shares in Q2 2026, an estimated $1.04M.
  • iShares Biotechnology ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #666 holding.
  • Cerity Partners first reported a position in iShares Biotechnology ETF in Q1 2017 and has held it in 37 quarters since.
  • Cerity Partners's iShares Biotechnology ETF position peaked at $14.7M in Q1 2023.
  • 926 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.