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Lyell Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Lyell Wealth Management’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 		$3.72M Buy
19,548
+1,978
+11% +$340K 0.23% 76
2026
Q1 		$2.97M Buy
17,570
+6,740
+62% +$1.15M 0.22% 82
2025
Q4 		$1.83M Buy
10,830
+4,380
+68% +$711K 0.13% 89
2025
Q3 		$931K Buy
6,450
+676
+12% +$92.3K 0.07% 123
2025
Q2 		$730K Sell
5,774
-10,508
-65% -$1.29M 0.06% 133
2025
Q1 		$2.08M Sell
16,282
-6,590
-29% -$894K 0.19% 91
2024
Q4 		$3.02M Buy
22,872
+598
+3% +$84.1K 0.27% 86
2024
Q3 		$3.24M Buy
22,274
+735
+3% +$106K 0.29% 85
2024
Q2 		$2.96M Buy
21,539
+145
+0.7% +$19.4K 0.28% 86
2024
Q1 		$2.94M Buy
21,394
+829
+4% +$113K 0.3% 85
2023
Q4 		$2.79M Sell
20,565
-1,377
-6% -$168K 0.32% 84
2023
Q3 		$2.68M Sell
21,942
-4,615
-17% -$587K 0.36% 81
2023
Q2 		$3.37M Buy
26,557
+515
+2% +$66.9K 0.43% 75
2023
Q1 		$3.36M Buy
26,042
+2,205
+9% +$289K 0.47% 72
2022
Q4 		$3.13M Buy
+23,837
New +$3.08M 0.49% 69
2022
Q3 		– Sell
-3,920
Closed -$461K – 195
2022
Q2 		$461K Buy
3,920
+1,782
+83% +$212K 0.08% 134
2022
Q1 		$279K Buy
+2,138
New +$278K 0.04% 175
2021
Q4 		– Sell
-2,006
Closed -$324K – 189
2021
Q3 		$324K Buy
+2,006
New +$338K 0.04% 154

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

Lyell Wealth Management's IBB Position: Q2 2026 in Review

Lyell Wealth Management increased its iShares Biotechnology ETF (IBB) stake by 11% in Q2 2026, buying an estimated $340K and bringing the position to 19,548 shares worth $3.72M. The position accounts for 0.23% of the portfolio, ranked #76.

Lyell Wealth Management first reported a position in IBB in Q3 2021 and has held it in 18 quarters since. 957 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Lyell Wealth Management held 19,548 shares of iShares Biotechnology ETF worth $3.72M as of Q2 2026.
  • Lyell Wealth Management bought 1,978 iShares Biotechnology ETF shares in Q2 2026, an estimated $340K.
  • iShares Biotechnology ETF made up 0.23% of Lyell Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Lyell Wealth Management first reported a position in iShares Biotechnology ETF in Q3 2021 and has held it in 18 quarters since.
  • 957 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.