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Evermay Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Evermay Wealth 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 		$9.51K Hold
50
– – ﹤0.01% 513
2026
Q1 		$8.44K Hold
50
– – ﹤0.01% 474
2025
Q4 		$8.44K Hold
50
– – ﹤0.01% 460
2025
Q3 		$7.22K Hold
50
– – ﹤0.01% 461
2025
Q2 		$6.33K Hold
50
– – ﹤0.01% 469
2025
Q1 		$6.39K Hold
50
– – ﹤0.01% 473
2024
Q4 		$6.61K Hold
50
– – ﹤0.01% 475
2024
Q3 		$7.28K Hold
50
– – ﹤0.01% 482
2024
Q2 		$6.86K Hold
50
– – ﹤0.01% 480
2024
Q1 		$6.86K Hold
50
– – ﹤0.01% 491
2023
Q4 		$6.79K Hold
50
– – ﹤0.01% 471
2023
Q3 		$6.12K Hold
50
– – ﹤0.01% 459
2023
Q2 		$6.35K Hold
50
– – ﹤0.01% 454
2023
Q1 		$6.46K Hold
50
– – ﹤0.01% 446
2022
Q4 		$6.56K Sell
50
-58
-54% -$7.5K ﹤0.01% 444
2022
Q3 		$13K Hold
108
– – ﹤0.01% 373
2022
Q2 		$13K Sell
108
-75
-41% -$8.9K ﹤0.01% 374
2022
Q1 		$24K Hold
183
– – ﹤0.01% 354
2021
Q4 		$28K Buy
183
+50
+38% +$7.74K 0.01% 332
2021
Q3 		$22K Hold
133
– – ﹤0.01% 327
2021
Q2 		$22K Buy
+133
New +$20.5K ﹤0.01% 351

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

Evermay Wealth Management's IBB Position: Q2 2026 in Review

Evermay Wealth Management held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 50 shares worth $9.51K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Evermay Wealth Management first reported a position in IBB in Q2 2021 and has held it in 21 quarters since. The position peaked at $28K in Q4 2021. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Evermay Wealth Management held 50 shares of iShares Biotechnology ETF worth $9.51K as of Q2 2026.
  • Evermay Wealth Management left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #513 holding.
  • Evermay Wealth Management first reported a position in iShares Biotechnology ETF in Q2 2021 and has held it in 21 quarters since.
  • Evermay Wealth Management's iShares Biotechnology ETF position peaked at $28K in Q4 2021.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.