HWA
IBB icon

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

HCR 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
Q2 		$516K Hold
2,712
– – 0.05% 157
2026
Q1 		$458K Hold
2,712
– – 0.05% 159
2025
Q4 		$458K Buy
2,712
+3
+0.1% +$487 0.05% 160
2025
Q3 		$405K Sell
2,709
-290
-10% -$39.6K 0.04% 166
2025
Q2 		$379K Sell
2,999
-62
-2% -$7.61K 0.04% 167
2025
Q1 		$392K Hold
3,061
– – 0.05% 163
2024
Q4 		$405K Sell
3,061
-7,645
-71% -$1.07M 0.05% 158
2024
Q3 		$1.56M Sell
10,706
-2,747
-20% -$397K 0.2% 76
2024
Q2 		$1.85M Buy
13,453
+83
+0.6% +$11.1K 0.26% 60
2024
Q1 		$1.83M Sell
13,370
-724
-5% -$98.9K 0.28% 62
2023
Q4 		$1.91M Sell
14,094
-803
-5% -$98K 0.3% 57
2023
Q3 		$1.82M Sell
14,897
-5,377
-27% -$684K 0.4% 46
2023
Q2 		$2.57M Buy
20,274
+14,624
+259% +$1.9M 0.48% 36
2023
Q1 		$730K Sell
5,650
-200
-3% -$26.2K 0.14% 91
2022
Q4 		$768K Sell
5,850
-133
-2% -$17.2K 0.16% 89
2022
Q3 		$700K Sell
5,983
-570
-9% -$70.8K 0.15% 92
2022
Q2 		$771K Sell
6,553
-2,535
-28% -$301K 0.15% 92
2022
Q1 		$1.18M Sell
9,088
-29,426
-76% -$3.83M 0.19% 82
2021
Q4 		$5.88M Buy
38,514
+278
+0.7% +$43K 0.91% 19
2021
Q3 		$6.18M Buy
38,236
+181
+0.5% +$30.5K 1.03% 17
2021
Q2 		$6.23M Buy
38,055
+811
+2% +$125K 1.08% 16
2021
Q1 		$5.61M Sell
37,244
-560
-1% -$88.9K 1.11% 15
2020
Q4 		$5.73M Buy
37,804
+2,041
+6% +$292K 1.2% 13
2020
Q3 		$4.84M Buy
35,763
+32,909
+1,153% +$4.46M 1.11% 14
2020
Q2 		$392K Buy
2,854
+1,724
+153% +$220K 0.09% 108
2020
Q1 		$122K Buy
1,130
+50
+5% +$5.76K 0.03% 153
2019
Q4 		$130K Buy
+1,080
New +$120K 0.03% 162
2019
Q1 		– Sell
-6,503
Closed -$627K – 183
2018
Q4 		$627K Sell
6,503
-49
-0.7% -$5.2K 0.2% 87
2018
Q3 		$729K Sell
6,552
-521
-7% -$61.4K 0.24% 83
2018
Q2 		$785K Sell
7,073
-800
-10% -$85.6K 0.26% 85
2018
Q1 		$840K Sell
7,873
-200
-2% -$22.2K 0.29% 83
2017
Q4 		$862K Buy
8,073
+60
+0.7% +$6.41K 0.3% 75
2017
Q3 		$891K Buy
8,013
+780
+11% +$83.4K 0.38% 68
2017
Q2 		$748K Buy
7,233
+1,830
+34% +$180K 0.37% 65
2017
Q1 		$528K Sell
5,403
-180
-3% -$17.2K 0.27% 83
2016
Q4 		$494K Buy
+5,583
New +$508K 0.26% 88

Other funds holding IBB

GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
MCG
McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return

HCR Wealth Advisors's IBB Position: Q2 2026 in Review

HCR Wealth Advisors held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 2,712 shares worth $516K. The position accounts for 0.05% of the portfolio, ranked #157.

HCR Wealth Advisors first reported a position in IBB in Q4 2016 and has held it in 36 quarters since. The position peaked at $6.23M in Q2 2021. 179 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • HCR Wealth Advisors held 2,712 shares of iShares Biotechnology ETF worth $516K as of Q2 2026.
  • HCR Wealth Advisors left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up 0.05% of HCR Wealth Advisors's portfolio in Q2 2026, its #157 holding.
  • HCR Wealth Advisors first reported a position in iShares Biotechnology ETF in Q4 2016 and has held it in 36 quarters since.
  • HCR Wealth Advisors's iShares Biotechnology ETF position peaked at $6.23M in Q2 2021.
  • 179 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.