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

Heritage 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	$333K	Hold	1,750	–	–	0.01%	178
2026 Q1	$295K	Hold	1,750	–	–	0.01%	173
2025 Q4	$295K	Hold	1,750	–	–	0.01%	188
2025 Q3	$253K	Hold	1,750	–	–	0.01%	187
2025 Q2	$221K	Hold	1,750	–	–	0.01%	198
2025 Q1	$224K	Hold	1,750	–	–	0.01%	185
2024 Q4	$231K	Hold	1,750	–	–	0.01%	188
2024 Q3	$255K	Hold	1,750	–	–	0.01%	191
2024 Q2	$240K	Hold	1,750	–	–	0.01%	188
2024 Q1	$240K	Hold	1,750	–	–	0.01%	197
2023 Q4	$238K	Hold	1,750	–	–	0.01%	198
2023 Q3	$214K	Hold	1,750	–	–	0.01%	196
2023 Q2	$222K	Hold	1,750	–	–	0.01%	197
2023 Q1	$226K	Hold	1,750	–	–	0.01%	190
2022 Q4	$230K	Hold	1,750	–	–	0.01%	196
2022 Q3	$205K	Hold	1,750	–	–	0.01%	196
2022 Q2	$206K	Hold	1,750	–	–	0.01%	194
2022 Q1	$228K	Hold	1,750	–	–	0.01%	191
2021 Q4	$267K	Hold	1,750	–	–	0.01%	178
2021 Q3	$283K	Hold	1,750	–	–	0.02%	169
2021 Q2	$286K	Hold	1,750	–	–	0.02%	175
2021 Q1	$263K	Hold	1,750	–	–	0.02%	182
2020 Q4	$265K	Hold	1,750	–	–	0.02%	174
2020 Q3	$237K	Hold	1,750	–	–	0.03%	137
2020 Q2	$239K	Hold	1,750	–	–	0.03%	130
2020 Q1	$189K	Hold	1,750	–	–	0.03%	133
2019 Q4	$211K	Sell	1,750 -60	-3%	-$6.69K	0.03%	163
2019 Q3	$180K	Hold	1,810	–	–	0.03%	164
2019 Q2	$197K	Hold	1,810	–	–	0.03%	143
2019 Q1	$202K	Sell	1,810 -450	-20%	-$49.4K	0.03%	128
2018 Q4	$217K	Buy	2,260 +2,200	+3,667%	+$234K	0.04%	118
2018 Q3	$7K	Buy	+60	New	+$7.07K	﹤0.01%	319

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

Heritage Wealth Advisors held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 1,750 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #178.

Heritage Wealth Advisors first reported a position in IBB in Q3 2018 and has held it in 32 quarters since. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Heritage Wealth Advisors held 1,750 shares of iShares Biotechnology ETF worth $333K as of Q2 2026.
Heritage Wealth Advisors left its iShares Biotechnology ETF share count unchanged in Q2 2026.
iShares Biotechnology ETF made up 0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #178 holding.
Heritage Wealth Advisors first reported a position in iShares Biotechnology ETF in Q3 2018 and has held it in 32 quarters since.
954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.