CVA Family Office’s iShares Biotechnology ETF IBB Stock Holding History

CVA Family Office’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	$28.5K	Hold	150	–	–	﹤0.01%	728
2026 Q1	$25.3K	Hold	150	–	–	﹤0.01%	743
2025 Q4	$25.3K	Hold	150	–	–	﹤0.01%	653
2025 Q3	$21.7K	Hold	150	–	–	﹤0.01%	675
2025 Q2	$19K	Hold	150	–	–	﹤0.01%	699
2025 Q1	$19.2K	Hold	150	–	–	﹤0.01%	685
2024 Q4	$19.8K	Sell	150 -225	-60%	-$31.6K	﹤0.01%	678
2024 Q3	$54.6K	Hold	375	–	–	0.01%	493
2024 Q2	$51.5K	Hold	375	–	–	0.01%	490
2024 Q1	$51.5K	Hold	375	–	–	0.01%	492
2023 Q4	$50.9K	Buy	+375	New	+$45.8K	0.01%	468
2023 Q3	–	Sell	-375	Closed	-$47.6K	–	559
2023 Q2	$47.6K	Hold	375	–	–	0.01%	460
2023 Q1	$48.4K	Hold	375	–	–	0.01%	450
2022 Q4	$49.2K	Hold	375	–	–	0.01%	425
2022 Q3	$44K	Hold	375	–	–	0.01%	400
2022 Q2	$44K	Hold	375	–	–	0.01%	394
2022 Q1	$49K	Hold	375	–	–	0.01%	404
2021 Q4	$57K	Buy	375 +225	+150%	+$34.8K	0.01%	335
2021 Q3	$20K	Sell	150 -225	-60%	-$37.9K	0.01%	259
2021 Q2	$61K	Hold	375	–	–	0.02%	333
2021 Q1	$56K	Buy	375 +203	+118%	+$32.2K	0.02%	266
2020 Q4	$26K	Buy	172 +22	+15%	+$3.14K	0.02%	250
2020 Q3	$20K	Hold	150	–	–	0.01%	259
2020 Q2	$21K	Hold	150	–	–	0.02%	217
2020 Q1	$16K	Buy	+150	New	+$17.3K	0.02%	210

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

CVA Family Office's IBB Position: Q2 2026 in Review

CVA Family Office held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 150 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

CVA Family Office first reported a position in IBB in Q1 2020 and has held it in 25 quarters since. The position peaked at $61K in Q2 2021. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

CVA Family Office held 150 shares of iShares Biotechnology ETF worth $28.5K as of Q2 2026.
CVA Family Office left its iShares Biotechnology ETF share count unchanged in Q2 2026.
iShares Biotechnology ETF made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #728 holding.
CVA Family Office first reported a position in iShares Biotechnology ETF in Q1 2020 and has held it in 25 quarters since.
CVA Family Office's iShares Biotechnology ETF position peaked at $61K in Q2 2021.
954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.