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

EP 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 		$3.2M Sell
16,839
-2,524
-13% -$434K 0.01% 478
2026
Q1 		$3.27M Buy
19,363
+12,460
+181% +$2.13M 0.02% 376
2025
Q4 		$1.17M Buy
+6,903
New +$1.12M 0.01% 579
2025
Q2 		$840K Sell
6,637
-2,305
-26% -$283K 0.01% 615
2025
Q1 		$1.14M Sell
8,942
-39
-0.4% -$5.29K 0.01% 470
2024
Q4 		$1.19M Sell
8,981
-696
-7% -$97.8K 0.01% 450
2024
Q3 		$1.41M Buy
9,677
+713
+8% +$103K 0.01% 425
2024
Q2 		$1.23M Sell
8,964
-957
-10% -$128K 0.01% 353
2024
Q1 		$1.36M Buy
9,921
+619
+7% +$84.5K 0.02% 324
2023
Q4 		$1.26M Buy
9,302
+551
+6% +$67.2K 0.02% 330
2023
Q3 		$1.07M Sell
8,751
-67,069
-88% -$8.53M 0.02% 317
2023
Q2 		$1.16M Buy
75,820
+8,892
+13% +$1.16M 0.02% 306
2023
Q1 		$2.5M Buy
66,928
+63,578
+1,898% +$8.32M 0.04% 212
2022
Q4 		$440K Buy
+3,350
New +$433K 0.01% 406
2022
Q3 		– Sell
-1,028
Closed -$121K – 456
2022
Q2 		$121K Buy
+1,028
New +$122K ﹤0.01% 619
2021
Q3 		– Sell
-3,523
Closed -$577K – 545
2021
Q2 		$577K Buy
+3,523
New +$543K 0.02% 314
2019
Q1 		– Sell
-2,595
Closed -$250K – 255
2018
Q4 		$250K Buy
+2,595
New +$275K 0.02% 223
2018
Q2 		– Sell
-2,080
Closed -$222K – 202
2018
Q1 		$222K Buy
+2,080
New +$231K 0.02% 190
2017
Q3 		– Sell
-2,265
Closed -$234K – 185
2017
Q2 		$234K Buy
+2,265
New +$223K 0.03% 162
2016
Q4 		– Sell
-3,384
Closed -$327K – 147
2016
Q3 		$327K Buy
3,384
+159
+5% +$15.1K 0.05% 102
2016
Q2 		$277K Hold
3,225
– – 0.04% 102
2016
Q1 		$280K Buy
3,225
+60
+2% +$5.37K 0.04% 112
2015
Q4 		$357K Buy
3,165
+150
+5% +$16.3K 0.06% 111
2015
Q3 		$305K Buy
+3,015
New +$362K 0.06% 109

Other funds holding IBB

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

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

EP Wealth Advisors reduced its iShares Biotechnology ETF (IBB) stake by 13% in Q2 2026, selling an estimated $434K and leaving 16,839 shares worth $3.2M. The position accounts for 0.01% of the portfolio, ranked #478.

EP Wealth Advisors first reported a position in IBB in Q3 2015 and has held it in 24 quarters since. The position peaked at $3.27M in Q1 2026. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • EP Wealth Advisors held 16,839 shares of iShares Biotechnology ETF worth $3.2M as of Q2 2026.
  • EP Wealth Advisors sold 2,524 iShares Biotechnology ETF shares in Q2 2026, an estimated $434K.
  • iShares Biotechnology ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #478 holding.
  • EP Wealth Advisors first reported a position in iShares Biotechnology ETF in Q3 2015 and has held it in 24 quarters since.
  • EP Wealth Advisors's iShares Biotechnology ETF position peaked at $3.27M in Q1 2026.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.