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Independent Advisor Alliance’s iShares Biotechnology ETF IBB Stock Holding History

Independent Advisor Alliance’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
-54,284
Closed -$9.17M – 1319
2026
Q1 		$9.17M Buy
+54,284
New +$9.28M 0.1% 189
2025
Q1 		– Sell
-51,196
Closed -$6.77M – 1056
2024
Q4 		$6.77M Buy
+51,196
New +$7.2M 0.09% 214
2020
Q1 		– Sell
-2,301
Closed -$277K – 600
2019
Q4 		$277K Buy
+2,301
New +$257K 0.01% 708
2017
Q2 		– Sell
-3,294
Closed -$316K – 304
2017
Q1 		$316K Buy
+3,294
New +$315K 0.05% 292

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

Independent Advisor Alliance's IBB Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares Biotechnology ETF (IBB) in Q2 2026, closing a stake of 54,284 shares — an estimated $9.17M sold.

Independent Advisor Alliance first reported a position in IBB in Q1 2017 and held it in 4 quarters. The position peaked at $9.17M in Q1 2026. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Independent Advisor Alliance reported no remaining iShares Biotechnology ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 54,284 iShares Biotechnology ETF shares in Q2 2026, an estimated $9.17M.
  • Independent Advisor Alliance first reported a position in iShares Biotechnology ETF in Q1 2017 and held it in 4 quarters.
  • Independent Advisor Alliance's iShares Biotechnology ETF position peaked at $9.17M in Q1 2026.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.