CWA
IBB icon

Clarity Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Clarity Wealth 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 		$760K Sell
3,994
-837
-17% -$144K 0.13% 58
2026
Q1 		$816K Sell
4,831
-380
-7% -$65K 0.17% 48
2025
Q4 		$880K Sell
5,211
-657
-11% -$107K 0.18% 47
2025
Q3 		$847K Sell
5,868
-2,602
-31% -$355K 0.19% 47
2025
Q2 		$1.07M Sell
8,470
-2,019
-19% -$248K 0.26% 44
2025
Q1 		$1.34M Sell
10,489
-2,031
-16% -$275K 0.37% 40
2024
Q4 		$1.66M Sell
12,520
-1,309
-9% -$184K 0.45% 37
2024
Q3 		$2.01M Sell
13,829
-2,771
-17% -$401K 0.59% 34
2024
Q2 		$2.28M Sell
16,600
-5,146
-24% -$687K 0.74% 34
2024
Q1 		$2.98M Sell
21,746
-1,991
-8% -$272K 1.01% 32
2023
Q4 		$3.22M Sell
23,737
-5,885
-20% -$718K 1.22% 24
2023
Q3 		$3.62M Buy
29,622
+185
+0.6% +$23.5K 1.64% 20
2023
Q2 		$3.74M Buy
29,437
+390
+1% +$50.7K 1.68% 18
2023
Q1 		$3.75M Buy
29,047
+268
+0.9% +$35.1K 1.91% 16
2022
Q4 		$3.78M Sell
28,779
-154
-0.5% -$19.9K 2.18% 16
2022
Q3 		$3.38M Buy
28,933
+527
+2% +$65.4K 2.04% 17
2022
Q2 		$3.34M Buy
28,406
+880
+3% +$104K 1.91% 18
2022
Q1 		$3.59M Buy
27,526
+773
+3% +$101K 1.7% 18
2021
Q4 		$4.08M Buy
26,753
+1,290
+5% +$200K 1.9% 17
2021
Q3 		$4.12M Buy
25,463
+749
+3% +$126K 2.03% 18
2021
Q2 		$4.04M Buy
24,714
+1,201
+5% +$185K 2.1% 17
2021
Q1 		$3.54M Buy
23,513
+903
+4% +$143K 2.02% 17
2020
Q4 		$3.42M Buy
22,610
+470
+2% +$67.2K 2.08% 15
2020
Q3 		$3M Buy
22,140
+437
+2% +$59.3K 2.15% 15
2020
Q2 		$2.97M Buy
21,703
+1,344
+7% +$171K 2.34% 15
2020
Q1 		$2.19M Buy
20,359
+673
+3% +$77.5K 2.28% 17
2019
Q4 		$2.37M Buy
+19,686
New +$2.2M 1.99% 16

Other funds holding IBB

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $2.21B AUM 39.6% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Clarity Wealth Advisors's IBB Position: Q2 2026 in Review

Clarity Wealth Advisors reduced its iShares Biotechnology ETF (IBB) stake by 17% in Q2 2026, selling an estimated $144K and leaving 3,994 shares worth $760K. The position accounts for 0.13% of the portfolio, ranked #58.

Clarity Wealth Advisors first reported a position in IBB in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.12M in Q3 2021. 421 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Clarity Wealth Advisors held 3,994 shares of iShares Biotechnology ETF worth $760K as of Q2 2026.
  • Clarity Wealth Advisors sold 837 iShares Biotechnology ETF shares in Q2 2026, an estimated $144K.
  • iShares Biotechnology ETF made up 0.13% of Clarity Wealth Advisors's portfolio in Q2 2026, its #58 holding.
  • Clarity Wealth Advisors first reported a position in iShares Biotechnology ETF in Q4 2019 and has held it in 27 quarters since.
  • Clarity Wealth Advisors's iShares Biotechnology ETF position peaked at $4.12M in Q3 2021.
  • 421 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.