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Innovative Asset Advisors Group’s iShares Biotechnology ETF IBB Stock Holding History

Innovative Asset Advisors 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 		$156K Buy
819
+175
+27% +$30.1K 0.07% 212
2026
Q1 		$109K Buy
+644
New +$110K 0.06% 199

Other funds holding IBB

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Innovative Asset Advisors Group's IBB Position: Q2 2026 in Review

Innovative Asset Advisors Group increased its iShares Biotechnology ETF (IBB) stake by 27% in Q2 2026, buying an estimated $30.1K and bringing the position to 819 shares worth $156K. The position accounts for 0.07% of the portfolio, ranked #212.

Innovative Asset Advisors Group first reported a position in IBB in Q1 2026 and has held it in 2 quarters since. 926 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Innovative Asset Advisors Group held 819 shares of iShares Biotechnology ETF worth $156K as of Q2 2026.
  • Innovative Asset Advisors Group bought 175 iShares Biotechnology ETF shares in Q2 2026, an estimated $30.1K.
  • iShares Biotechnology ETF made up 0.07% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #212 holding.
  • Innovative Asset Advisors Group first reported a position in iShares Biotechnology ETF in Q1 2026 and has held it in 2 quarters since.
  • 926 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.