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

Evolution 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
Q1 		$856K Hold
5,067
– – 0.09% 85
2025
Q4 		$855K Sell
5,067
-250
-5% -$40.6K 0.09% 80
2025
Q3 		$768K Sell
5,317
-305
-5% -$41.6K 0.1% 82
2025
Q2 		$711K Sell
5,622
-131
-2% -$16.1K 0.1% 84
2025
Q1 		$736K Sell
5,753
-17,935
-76% -$2.43M 0.12% 75
2024
Q4 		$3.13M Buy
23,688
+1,156
+5% +$163K 0.52% 34
2024
Q3 		$3.28M Buy
22,532
+710
+3% +$103K 0.59% 35
2024
Q2 		$3M Buy
21,822
+1,625
+8% +$217K 0.58% 36
2024
Q1 		$2.77M Sell
20,197
-861
-4% -$118K 0.53% 39
2023
Q4 		$2.86M Sell
21,058
-105
-0.5% -$12.8K 0.58% 41
2023
Q3 		$2.59M Sell
21,163
-20
-0.1% -$2.54K 0.58% 40
2023
Q2 		$2.69M Buy
21,183
+42
+0.2% +$5.46K 0.59% 37
2023
Q1 		$2.73M Sell
21,141
-70
-0.3% -$9.16K 0.66% 35
2022
Q4 		$2.78M Buy
21,211
+301
+1% +$38.9K 0.7% 34
2022
Q3 		$2.45M Buy
20,910
+1,345
+7% +$167K 0.67% 30
2022
Q2 		$2.3M Buy
+19,565
New +$2.32M 0.58% 34
2022
Q1 		– Sell
-3,820
Closed -$583 – 130
2021
Q4 		$583 Buy
3,820
+2,845
+292% +$440K 0.09% 70
2021
Q3 		$158K Buy
975
+605
+164% +$102K 0.03% 127
2021
Q2 		$61K Hold
370
– – 0.01% 194
2021
Q1 		$56K Hold
370
– – 0.01% 187
2020
Q4 		$56K Hold
370
– – 0.01% 176
2020
Q3 		$50K Buy
+370
New +$50.2K 0.01% 182
2020
Q2 		– Sell
-275
Closed -$30K – 551
2020
Q1 		$30K Hold
275
– – 0.01% 133
2019
Q4 		$33K Sell
275
-265
-49% -$29.6K 0.01% 183
2019
Q3 		$54K Buy
+540
New +$56.5K 0.03% 54

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evolution Wealth Advisors's IBB Position: Q1 2026 in Review

Evolution Wealth Advisors held its iShares Biotechnology ETF (IBB) position steady in Q1 2026 at 5,067 shares worth $856K. The position accounts for 0.09% of the portfolio, ranked #85.

Evolution Wealth Advisors first reported a position in IBB in Q3 2019 and has held it in 25 quarters since. The position peaked at $3.28M in Q3 2024. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Evolution Wealth Advisors held 5,067 shares of iShares Biotechnology ETF worth $856K as of Q1 2026.
  • Evolution Wealth Advisors left its iShares Biotechnology ETF share count unchanged in Q1 2026.
  • iShares Biotechnology ETF made up 0.09% of Evolution Wealth Advisors's portfolio in Q1 2026, its #85 holding.
  • Evolution Wealth Advisors first reported a position in iShares Biotechnology ETF in Q3 2019 and has held it in 25 quarters since.
  • Evolution Wealth Advisors's iShares Biotechnology ETF position peaked at $3.28M in Q3 2024.
  • 917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.