High Net Worth Advisory Group’s iShares Biotechnology ETF IBB Stock Holding History

High Net Worth Advisory Group’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	$257K	Hold	1,350	–	–	0.05%	220
2026 Q1	$228K	Hold	1,350	–	–	0.05%	221
2025 Q4	$228K	Buy	+1,350	New	+$219K	0.05%	217
2023 Q2	–	Sell	-1,675	Closed	-$216K	–	201
2023 Q1	$216K	Hold	1,675	–	–	0.09%	176
2022 Q4	$220K	Hold	1,675	–	–	0.09%	175
2022 Q3	$196K	Hold	1,675	–	–	0.08%	184
2022 Q2	$197K	Hold	1,675	–	–	0.08%	185
2022 Q1	$218K	Sell	1,675 -125	-7%	-$16.3K	0.08%	177
2021 Q4	$275K	Buy	+1,800	New	+$279K	0.1%	164

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

High Net Worth Advisory Group's IBB Position: Q2 2026 in Review

High Net Worth Advisory Group held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 1,350 shares worth $257K. The position accounts for 0.05% of the portfolio, ranked #220.

High Net Worth Advisory Group first reported a position in IBB in Q4 2021 and has held it in 9 quarters since. The position peaked at $275K in Q4 2021. 956 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

High Net Worth Advisory Group held 1,350 shares of iShares Biotechnology ETF worth $257K as of Q2 2026.
High Net Worth Advisory Group left its iShares Biotechnology ETF share count unchanged in Q2 2026.
iShares Biotechnology ETF made up 0.05% of High Net Worth Advisory Group's portfolio in Q2 2026, its #220 holding.
High Net Worth Advisory Group first reported a position in iShares Biotechnology ETF in Q4 2021 and has held it in 9 quarters since.
High Net Worth Advisory Group's iShares Biotechnology ETF position peaked at $275K in Q4 2021.
956 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.