Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$590K	Buy	3,100 +2,950	+1,967%	+$507K	0.01%	224
2026 Q1	$25.4K	Hold	150	–	–	﹤0.01%	471
2025 Q4	$26.5K	Hold	150	–	–	﹤0.01%	462
2025 Q3	$23.2K	Hold	150	–	–	﹤0.01%	475
2025 Q2	$19K	Hold	150	–	–	﹤0.01%	454
2025 Q1	$18.3K	Hold	150	–	–	﹤0.01%	450
2024 Q4	$20.8K	Hold	150	–	–	﹤0.01%	450
2024 Q3	$21.2K	Hold	150	–	–	﹤0.01%	453
2024 Q2	$22.2K	Hold	150	–	–	﹤0.01%	446
2024 Q1	$18.9K	Hold	150	–	–	﹤0.01%	463
2023 Q4	$20.2K	Sell	150 -217	-59%	-$26.5K	﹤0.01%	463
2023 Q3	$42.9K	Hold	367	–	–	﹤0.01%	432
2023 Q2	$46.6K	Hold	367	–	–	﹤0.01%	432
2023 Q1	$47.4K	Buy	367 +75	+26%	+$9.82K	﹤0.01%	412
2022 Q4	$38.3K	Hold	292	–	–	﹤0.01%	430
2022 Q3	$34K	Sell	292 -80	-22%	-$9.93K	﹤0.01%	460
2022 Q2	$44K	Hold	372	–	–	﹤0.01%	441
2022 Q1	$48K	Sell	372 -398	-52%	-$51.8K	﹤0.01%	443
2021 Q4	$118K	Sell	770 -98	-11%	-$15.2K	﹤0.01%	367
2021 Q3	$140K	Hold	868	–	–	﹤0.01%	349
2021 Q2	$142K	Buy	+868	New	+$134K	﹤0.01%	359
2021 Q1	–	Sell	-705	Closed	-$107K	–	494
2020 Q4	$107K	Buy	705 +621	+739%	+$88.7K	﹤0.01%	343
2020 Q3	$11K	Hold	84	–	–	﹤0.01%	507
2020 Q2	$11K	Hold	84	–	–	﹤0.01%	494
2020 Q1	$9K	Hold	84	–	–	﹤0.01%	548
2019 Q4	$10K	Hold	84	–	–	﹤0.01%	580
2019 Q3	$8K	Sell	84 -1,030	-92%	-$108K	﹤0.01%	585
2019 Q2	$122K	Buy	1,114 +805	+261%	+$85.6K	﹤0.01%	318
2019 Q1	$35K	Sell	309 -465	-60%	-$51K	﹤0.01%	442
2018 Q4	$75K	Buy	774 +9	+1%	+$955	﹤0.01%	357
2018 Q3	$93K	Hold	765	–	–	﹤0.01%	358
2018 Q2	$84K	Hold	765	–	–	﹤0.01%	373
2018 Q1	$82K	Hold	765	–	–	﹤0.01%	390
2017 Q4	$82K	Buy	765 +465	+155%	+$49.7K	﹤0.01%	383
2017 Q3	$33K	Hold	300	–	–	﹤0.01%	465
2017 Q2	$32K	Hold	300	–	–	﹤0.01%	454
2017 Q1	$29K	Hold	300	–	–	﹤0.01%	462
2016 Q4	$27K	Sell	300 -240	-44%	-$21.8K	﹤0.01%	449
2016 Q3	$52K	Sell	540 -90	-14%	-$8.56K	﹤0.01%	391
2016 Q2	$54K	Hold	630	–	–	﹤0.01%	388
2016 Q1	$55K	Hold	630	–	–	﹤0.01%	380
2015 Q4	$71K	Hold	630	–	–	﹤0.01%	372
2015 Q3	$77K	Hold	630	–	–	﹤0.01%	378
2015 Q2	$77K	Buy	630 +330	+110%	+$39.5K	﹤0.01%	378
2015 Q1	$34K	Hold	300	–	–	﹤0.01%	474
2014 Q4	$30K	Hold	300	–	–	﹤0.01%	478
2014 Q3	$27K	Buy	+300	New	+$26.3K	﹤0.01%	465

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

Loring Wolcott & Coolidge Fiduciary Advisors's IBB Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors increased its iShares Biotechnology ETF (IBB) stake by 1,967% in Q2 2026, buying an estimated $507K and bringing the position to 3,100 shares worth $590K. The position accounts for 0.01% of the portfolio, ranked #224.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IBB in Q3 2014 and has held it in 47 quarters since. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 3,100 shares of iShares Biotechnology ETF worth $590K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors bought 2,950 iShares Biotechnology ETF shares in Q2 2026, an estimated $507K.
iShares Biotechnology ETF made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #224 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares Biotechnology ETF in Q3 2014 and has held it in 47 quarters since.
954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.