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Heritage Oak Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Heritage Oak 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 		– Sell
-4,239
Closed -$716K – 103
2026
Q1 		$716K Sell
4,239
-22
-0.5% -$3.76K 0.23% 34
2025
Q4 		$719K Buy
+4,261
New +$692K 0.27% 41

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

Heritage Oak Wealth Advisors's IBB Position: Q2 2026 in Review

Heritage Oak Wealth Advisors sold out of iShares Biotechnology ETF (IBB) in Q2 2026, closing a stake of 4,239 shares — an estimated $716K sold.

Heritage Oak Wealth Advisors first reported a position in IBB in Q4 2025 and held it in 2 quarters. The position peaked at $719K in Q4 2025. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Heritage Oak Wealth Advisors reported no remaining iShares Biotechnology ETF position as of Q2 2026 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 4,239 iShares Biotechnology ETF shares in Q2 2026, an estimated $716K.
  • Heritage Oak Wealth Advisors first reported a position in iShares Biotechnology ETF in Q4 2025 and held it in 2 quarters.
  • Heritage Oak Wealth Advisors's iShares Biotechnology ETF position peaked at $719K in Q4 2025.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.