MIA
IBB icon

Milestone Investment Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Milestone Investment 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 		$1.48M Buy
7,787
+450
+6% +$77.3K 0.32% 48
2026
Q1 		$1.24M Buy
7,337
+150
+2% +$25.6K 0.3% 49
2025
Q4 		$1.21M Buy
7,187
+5
+0.1% +$812 0.29% 49
2025
Q3 		$1.04M Sell
7,182
-143
-2% -$19.5K 0.26% 49
2025
Q2 		$927K Sell
7,325
-777
-10% -$95.4K 0.24% 50
2025
Q1 		$1.04M Buy
8,102
+1,212
+18% +$164K 0.29% 48
2024
Q4 		$911K Buy
6,890
+160
+2% +$22.5K 0.25% 48
2024
Q3 		$980K Buy
6,730
+1,786
+36% +$258K 0.27% 46
2024
Q2 		$679K Buy
4,944
+198
+4% +$26.4K 0.18% 52
2024
Q1 		$651K Buy
4,746
+125
+3% +$17.1K 0.18% 50
2023
Q4 		$628K Buy
4,621
+3,719
+412% +$454K 0.18% 51
2023
Q3 		$110K Buy
+902
New +$115K 0.03% 141

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

Milestone Investment Advisors's IBB Position: Q2 2026 in Review

Milestone Investment Advisors increased its iShares Biotechnology ETF (IBB) stake by 6.1% in Q2 2026, buying an estimated $77.3K and bringing the position to 7,787 shares worth $1.48M. The position accounts for 0.32% of the portfolio, ranked #48.

Milestone Investment 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.

  • Milestone Investment Advisors held 7,787 shares of iShares Biotechnology ETF worth $1.48M as of Q2 2026.
  • Milestone Investment Advisors bought 450 iShares Biotechnology ETF shares in Q2 2026, an estimated $77.3K.
  • iShares Biotechnology ETF made up 0.32% of Milestone Investment Advisors's portfolio in Q2 2026, its #48 holding.
  • Milestone Investment 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 Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.