EWM
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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
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 $1.37T 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 Management's IBB Position: Q1 2026 in Review

Evolution Wealth Management held its iShares Biotechnology ETF (IBB) position steady in Q1 2026 at 14 shares worth $2.36K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Evolution Wealth Management first reported a position in IBB in Q3 2025 and has held it in 3 quarters since. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Evolution Wealth Management held 14 shares of iShares Biotechnology ETF worth $2.36K as of Q1 2026.
  • Evolution Wealth Management left its iShares Biotechnology ETF share count unchanged in Q1 2026.
  • iShares Biotechnology ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #717 holding.
  • Evolution Wealth Management first reported a position in iShares Biotechnology ETF in Q3 2025 and has held it in 3 quarters since.
  • 917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.