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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lyell Wealth Management's IBB Position: Q1 2026 in Review

Lyell Wealth Management increased its iShares Biotechnology ETF (IBB) stake by 62% in Q1 2026, buying an estimated $1.15M and bringing the position to 17,570 shares worth $2.97M. The position accounts for 0.22% of the portfolio, ranked #82.

Lyell Wealth Management first reported a position in IBB in Q3 2021 and has held it in 17 quarters since. The position peaked at $3.37M in Q2 2023. 919 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Lyell Wealth Management held 17,570 shares of iShares Biotechnology ETF worth $2.97M as of Q1 2026.
  • Lyell Wealth Management bought 6,740 iShares Biotechnology ETF shares in Q1 2026, an estimated $1.15M.
  • iShares Biotechnology ETF made up 0.22% of Lyell Wealth Management's portfolio in Q1 2026, its #82 holding.
  • Lyell Wealth Management first reported a position in iShares Biotechnology ETF in Q3 2021 and has held it in 17 quarters since.
  • Lyell Wealth Management's iShares Biotechnology ETF position peaked at $3.37M in Q2 2023.
  • 919 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.