EW
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Evoke Wealth’s iShares Biotechnology ETF IBB Stock Holding History

Evoke Wealth’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 		– Sell
-5,086
Closed -$859K – 293
2026
Q1 		$859K Buy
5,086
+462
+10% +$79K 0.02% 302
2025
Q4 		$780K Buy
4,624
+650
+16% +$106K 0.01% 308
2025
Q3 		$574K Hold
3,974
– – 0.01% 326
2025
Q2 		$503K Hold
3,974
– – 0.01% 349
2025
Q1 		$508K Hold
3,974
– – 0.01% 271
2024
Q4 		$525K Sell
3,974
-1,934
-33% -$272K 0.01% 259
2024
Q3 		$860K Buy
+5,908
New +$855K 0.02% 197
2024
Q2 		– Sell
-5,663
Closed -$777K – 226
2024
Q1 		$777K Buy
+5,663
New +$773K 0.02% 198
2023
Q4 		– Sell
-4,686
Closed -$574K – 203
2023
Q3 		$574K Sell
4,686
-100
-2% -$12.7K 0.02% 222
2023
Q2 		$608K Sell
4,786
-135
-3% -$17.5K 0.02% 202
2023
Q1 		$636K Sell
4,921
-165
-3% -$21.6K 0.02% 192
2022
Q4 		$668K Sell
5,086
-1,154
-18% -$149K 0.02% 191
2022
Q3 		$730K Buy
6,240
+300
+5% +$37.3K 0.03% 177
2022
Q2 		$699K Hold
5,940
– – 0.03% 189
2022
Q1 		$774K Sell
5,940
-159
-3% -$20.7K 0.03% 197
2021
Q4 		$931K Sell
6,099
-287
-4% -$44.4K 0.03% 190
2021
Q3 		$1.03M Hold
6,386
– – 0.04% 167
2021
Q2 		$1.04M Buy
6,386
+1,174
+23% +$181K 0.04% 170
2021
Q1 		$785K Buy
5,212
+4,334
+494% +$688K 0.04% 172
2020
Q4 		$133K Hold
878
– – 0.01% 271
2020
Q3 		$119K Hold
878
– – 0.01% 263
2020
Q2 		$120K Buy
878
+133
+18% +$17K 0.01% 251
2020
Q1 		$80.3K Buy
+745
New +$85.8K 0.01% 291
2019
Q4 		– Sell
-745
Closed -$74.1K – 1325
2019
Q3 		$74.1K Buy
+745
New +$78K 0.01% 416

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

Evoke Wealth's IBB Position: Q2 2026 in Review

Evoke Wealth sold out of iShares Biotechnology ETF (IBB) in Q2 2026, closing a stake of 5,086 shares — an estimated $859K sold.

Evoke Wealth first reported a position in IBB in Q3 2019 and held it in 24 quarters. The position peaked at $1.04M in Q2 2021. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Evoke Wealth reported no remaining iShares Biotechnology ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 5,086 iShares Biotechnology ETF shares in Q2 2026, an estimated $859K.
  • Evoke Wealth first reported a position in iShares Biotechnology ETF in Q3 2019 and held it in 24 quarters.
  • Evoke Wealth's iShares Biotechnology ETF position peaked at $1.04M in Q2 2021.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.