Equitable Trust’s iShares Biotechnology ETF IBB Stock Holding History

Equitable Trust’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	$7.54M	Buy	39,645 +2,347	+6%	+$403K	0.31%	68
2026 Q1	$6.3M	Buy	+37,298	New	+$6.38M	0.29%	68
2022 Q1	–	Sell	-4,635	Closed	-$708K	–	403
2021 Q4	$708K	Buy	4,635 +2,693	+139%	+$417K	0.04%	206
2021 Q3	$314K	Sell	1,942 -1,178	-38%	-$198K	0.02%	300
2021 Q2	$510K	Sell	3,120 -1,887	-38%	-$291K	0.03%	244
2021 Q1	$753K	Buy	5,007 +1,536	+44%	+$244K	0.06%	200
2020 Q4	$525K	Buy	3,471 +281	+9%	+$40.2K	0.04%	248
2020 Q3	$432K	Buy	3,190 +1,456	+84%	+$198K	0.04%	244
2020 Q2	$237K	Buy	+1,734	New	+$221K	0.02%	288
2019 Q3	–	Sell	-2,502	Closed	-$272K	–	286
2019 Q2	$272K	Buy	+2,502	New	+$266K	0.03%	249

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

Equitable Trust's IBB Position: Q2 2026 in Review

Equitable Trust increased its iShares Biotechnology ETF (IBB) stake by 6.3% in Q2 2026, buying an estimated $403K and bringing the position to 39,645 shares worth $7.54M. The position accounts for 0.31% of the portfolio, ranked #68.

Equitable Trust first reported a position in IBB in Q2 2019 and has held it in 10 quarters since. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Equitable Trust held 39,645 shares of iShares Biotechnology ETF worth $7.54M as of Q2 2026.
Equitable Trust bought 2,347 iShares Biotechnology ETF shares in Q2 2026, an estimated $403K.
iShares Biotechnology ETF made up 0.31% of Equitable Trust's portfolio in Q2 2026, its #68 holding.
Equitable Trust first reported a position in iShares Biotechnology ETF in Q2 2019 and has held it in 10 quarters since.
954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.