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

Evolution 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 		$2.66K Hold
14
– – ﹤0.01% 792
2026
Q1 		$2.36K Hold
14
– – ﹤0.01% 717
2025
Q4 		$2.36K Hold
14
– – ﹤0.01% 624
2025
Q3 		$2.02K Buy
+14
New +$1.91K ﹤0.01% 509

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

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

Evolution Wealth Management held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 14 shares worth $2.66K. The position accounts for ﹤0.01% of the portfolio, ranked #792.

Evolution Wealth Management first reported a position in IBB in Q3 2025 and has held it in 4 quarters since. 956 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Evolution Wealth Management held 14 shares of iShares Biotechnology ETF worth $2.66K as of Q2 2026.
  • Evolution Wealth Management left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #792 holding.
  • Evolution Wealth Management first reported a position in iShares Biotechnology ETF in Q3 2025 and has held it in 4 quarters since.
  • 956 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.