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Evergreen Wealth Solutions’s iShares Biotechnology ETF IBB Stock Holding History

Evergreen Wealth Solutions’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 		$692K Sell
3,479
-96
-3% -$16.5K 0.04% 260
2026
Q1 		$604K Buy
+3,575
New +$611K 0.04% 224

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

Evergreen Wealth Solutions's IBB Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its iShares Biotechnology ETF (IBB) stake by 2.7% in Q2 2026, selling an estimated $16.5K and leaving 3,479 shares worth $692K. The position accounts for 0.04% of the portfolio, ranked #260.

Evergreen Wealth Solutions first reported a position in IBB in Q1 2026 and has held it in 2 quarters since. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Evergreen Wealth Solutions held 3,479 shares of iShares Biotechnology ETF worth $692K as of Q2 2026.
  • Evergreen Wealth Solutions sold 96 iShares Biotechnology ETF shares in Q2 2026, an estimated $16.5K.
  • iShares Biotechnology ETF made up 0.04% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #260 holding.
  • Evergreen Wealth Solutions first reported a position in iShares Biotechnology ETF in Q1 2026 and has held it in 2 quarters since.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.