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

Kingswood 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 		$677K Buy
3,558
+135
+4% +$23.2K 0.03% 523
2026
Q1 		$578K Buy
3,423
+548
+19% +$93.7K 0.03% 510
2025
Q4 		$485K Buy
2,875
+777
+37% +$126K 0.02% 533
2025
Q3 		$303K Buy
2,098
+182
+9% +$24.8K 0.02% 628
2025
Q2 		$242K Sell
1,916
-126
-6% -$15.5K 0.02% 637
2025
Q1 		$260K Sell
2,042
-459
-18% -$62.2K 0.02% 592
2024
Q4 		$331K Buy
2,501
+629
+34% +$88.4K 0.02% 574
2024
Q3 		$272K Buy
1,872
+198
+12% +$28.6K 0.02% 600
2024
Q2 		$230K Sell
1,674
-523
-24% -$69.8K 0.02% 598
2024
Q1 		$302K Sell
2,197
-574
-21% -$78.4K 0.03% 477
2023
Q4 		$376K Buy
2,771
+604
+28% +$73.7K 0.04% 408
2023
Q3 		$265K Buy
+2,167
New +$276K 0.05% 345

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

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

Kingswood Wealth Advisors increased its iShares Biotechnology ETF (IBB) stake by 3.9% in Q2 2026, buying an estimated $23.2K and bringing the position to 3,558 shares worth $677K. The position accounts for 0.03% of the portfolio, ranked #523.

Kingswood Wealth Advisors first reported a position in IBB in Q3 2023 and has held it in 12 quarters since. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Kingswood Wealth Advisors held 3,558 shares of iShares Biotechnology ETF worth $677K as of Q2 2026.
  • Kingswood Wealth Advisors bought 135 iShares Biotechnology ETF shares in Q2 2026, an estimated $23.2K.
  • iShares Biotechnology ETF made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #523 holding.
  • Kingswood Wealth Advisors first reported a position in iShares Biotechnology ETF in Q3 2023 and has held it in 12 quarters since.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.