Empirical Asset Management’s iShares Biotechnology ETF IBB Stock Holding History

Empirical Asset Management’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	$2.66M	Hold	13,997	–	–	0.6%	33
2026 Q1	$2.36M	Sell	13,997 -35	-0.2%	-$5.99K	0.62%	26
2025 Q4	$2.37M	Buy	14,032 +1,583	+13%	+$257K	0.67%	22
2025 Q3	$1.8M	Sell	12,449 -590	-5%	-$80.5K	0.5%	38
2025 Q2	$1.65M	Sell	13,039 -536	-4%	-$65.8K	0.51%	45
2025 Q1	$1.74M	Sell	13,575 -156	-1%	-$21.2K	0.59%	35
2024 Q4	$1.82M	Sell	13,731 -927	-6%	-$130K	0.6%	33
2024 Q3	$2.13M	Buy	14,658 +290	+2%	+$42K	0.76%	27
2024 Q2	$1.97M	Sell	14,368 -660	-4%	-$88.1K	0.74%	22
2024 Q1	$2.06M	Buy	+15,028	New	+$2.05M	0.99%	22
2023 Q1	–	Sell	-15,629	Closed	-$2.05K	–	167
2022 Q4	$2.05K	Buy	+15,629	New	+$2.02M	﹤0.01%	156

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

Empirical Asset Management's IBB Position: Q2 2026 in Review

Empirical Asset Management held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 13,997 shares worth $2.66M. The position accounts for 0.6% of the portfolio, ranked #33.

Empirical Asset Management first reported a position in IBB in Q4 2022 and has held it in 11 quarters since. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Empirical Asset Management held 13,997 shares of iShares Biotechnology ETF worth $2.66M as of Q2 2026.
Empirical Asset Management left its iShares Biotechnology ETF share count unchanged in Q2 2026.
iShares Biotechnology ETF made up 0.6% of Empirical Asset Management's portfolio in Q2 2026, its #33 holding.
Empirical Asset Management first reported a position in iShares Biotechnology ETF in Q4 2022 and has held it in 11 quarters since.
954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.