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

Modera 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 		$1.15M Sell
6,054
-70
-1% -$12K 0.01% 326
2026
Q1 		$1.03M Buy
6,124
+34
+0.6% +$5.81K 0.01% 325
2025
Q4 		$1.03M Buy
6,090
+25
+0.4% +$4.06K 0.01% 331
2025
Q3 		$876K Sell
6,065
-190
-3% -$25.9K 0.01% 358
2025
Q2 		$791K Buy
6,255
+249
+4% +$30.6K 0.01% 363
2025
Q1 		$768K Sell
6,006
-63
-1% -$8.54K 0.01% 358
2024
Q4 		$802K Sell
6,069
-89
-1% -$12.5K 0.01% 362
2024
Q3 		$897K Sell
6,158
-138
-2% -$20K 0.01% 326
2024
Q2 		$864K Sell
6,296
-92
-1% -$12.3K 0.01% 313
2024
Q1 		$877K Sell
6,388
-262
-4% -$35.8K 0.01% 314
2023
Q4 		$903K Sell
6,650
-106
-2% -$12.9K 0.01% 301
2023
Q3 		$826K Buy
6,756
+35
+0.5% +$4.45K 0.02% 301
2023
Q2 		$853K Buy
6,721
+2,209
+49% +$287K 0.02% 311
2023
Q1 		$583K Hold
4,512
– – 0.02% 199
2022
Q4 		$592K Sell
4,512
-75
-2% -$9.69K 0.02% 191
2022
Q3 		$537K Sell
4,587
-296
-6% -$36.8K 0.03% 178
2022
Q2 		$574K Sell
4,883
-293
-6% -$34.8K 0.03% 185
2022
Q1 		$674K Buy
5,176
+174
+3% +$22.7K 0.03% 179
2021
Q4 		$763K Sell
5,002
-134
-3% -$20.7K 0.03% 205
2021
Q3 		$830K Sell
5,136
-94
-2% -$15.8K 0.04% 119
2021
Q2 		$856K Sell
5,230
-122
-2% -$18.8K 0.05% 113
2021
Q1 		$806K Sell
5,352
-96
-2% -$15.2K 0.05% 109
2020
Q4 		$825K Sell
5,448
-301
-5% -$43K 0.07% 109
2020
Q3 		$779K Sell
5,749
-60
-1% -$8.14K 0.12% 65
2020
Q2 		$794K Sell
5,809
-124
-2% -$15.8K 0.13% 61
2020
Q1 		$639K Hold
5,933
– – 0.13% 65
2019
Q4 		$715K Sell
5,933
-115
-2% -$12.8K 0.11% 64
2019
Q3 		$602K Sell
6,048
-293
-5% -$30.7K 0.1% 66
2019
Q2 		$692K Sell
6,341
-563
-8% -$59.9K 0.13% 60
2019
Q1 		$772K Sell
6,904
-288
-4% -$31.6K 0.14% 57
2018
Q4 		$693K Sell
7,192
-488
-6% -$51.8K 0.14% 57
2018
Q3 		$937K Buy
7,680
+6
+0.1% +$707 0.19% 51
2018
Q2 		$843K Sell
7,674
-444
-5% -$47.5K 0.18% 50
2018
Q1 		$867K Sell
8,118
-232
-3% -$25.7K 0.18% 46
2017
Q4 		$892K Sell
8,350
-185
-2% -$19.8K 0.19% 47
2017
Q3 		$949K Buy
8,535
+153
+2% +$16.4K 0.21% 41
2017
Q2 		$866K Sell
8,382
-1,563
-16% -$154K 0.21% 41
2017
Q1 		$972K Sell
9,945
-1,188
-11% -$114K 0.24% 40
2016
Q4 		$985K Sell
11,133
-267
-2% -$24.3K 0.33% 36
2016
Q3 		$1.1M Buy
11,400
+1,533
+16% +$146K 0.37% 29
2016
Q2 		$846K Sell
9,867
-1,980
-17% -$178K 0.3% 36
2016
Q1 		$1.03M Buy
+11,847
New +$1.06M 0.36% 30

Other funds holding IBB

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

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

Modera Wealth Management reduced its iShares Biotechnology ETF (IBB) stake by 1.1% in Q2 2026, selling an estimated $12K and leaving 6,054 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #326.

Modera Wealth Management first reported a position in IBB in Q1 2016 and has held it in 42 quarters since. 601 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Modera Wealth Management held 6,054 shares of iShares Biotechnology ETF worth $1.15M as of Q2 2026.
  • Modera Wealth Management sold 70 iShares Biotechnology ETF shares in Q2 2026, an estimated $12K.
  • iShares Biotechnology ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #326 holding.
  • Modera Wealth Management first reported a position in iShares Biotechnology ETF in Q1 2016 and has held it in 42 quarters since.
  • 601 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.