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Moneta Group Investment Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Moneta Group 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 		$830K Sell
4,365
-417
-9% -$71.7K 0.01% 434
2026
Q1 		$807K Buy
4,782
+341
+8% +$58.3K 0.01% 399
2025
Q4 		$750K Sell
4,441
-161
-3% -$26.1K 0.01% 413
2025
Q3 		$664K Buy
4,602
+101
+2% +$13.8K 0.01% 425
2025
Q2 		$569K Buy
4,501
+599
+15% +$73.5K 0.01% 409
2025
Q1 		$499K Sell
3,902
-149
-4% -$20.2K 0.01% 420
2024
Q4 		$536K Sell
4,051
-34
-0.8% -$4.78K 0.01% 399
2024
Q3 		$595K Buy
4,085
+283
+7% +$40.9K 0.01% 373
2024
Q2 		$522K Sell
3,802
-76
-2% -$10.1K 0.01% 385
2024
Q1 		$532K Sell
3,878
-546
-12% -$74.6K 0.01% 365
2023
Q4 		$601K Sell
4,424
-115
-3% -$14K 0.01% 310
2023
Q3 		$555K Buy
4,539
+1
+0% +$127 0.01% 296
2023
Q2 		$576K Sell
4,538
-46
-1% -$5.98K 0.01% 296
2023
Q1 		$592K Buy
4,584
+399
+10% +$52.2K 0.01% 283
2022
Q4 		$571K Buy
4,185
+791
+23% +$102K 0.02% 274
2022
Q3 		$397K Sell
3,394
-500
-13% -$62.1K 0.02% 303
2022
Q2 		$458K Buy
3,894
+1,223
+46% +$145K 0.02% 310
2022
Q1 		$348K Buy
2,671
+574
+27% +$74.8K 0.01% 335
2021
Q4 		$320K Buy
2,097
+705
+51% +$109K 0.01% 371
2021
Q3 		$225K Buy
1,392
+133
+11% +$22.4K 0.01% 417
2021
Q2 		$206K Buy
+1,259
New +$194K 0.01% 429
2018
Q3 		– Sell
-775
Closed -$85K – 300
2018
Q2 		$85K Buy
+775
New +$82.9K 0.01% 292
2015
Q2 		– Sell
-6,000
Closed -$687K – 140
2015
Q1 		$687K Hold
6,000
– – 0.29% 68
2014
Q4 		$607K Hold
6,000
– – 0.29% 59
2014
Q3 		$547K Hold
6,000
– – 0.28% 61
2014
Q2 		$514K Hold
6,000
– – 0.28% 60
2014
Q1 		$473K Hold
6,000
– – 0.28% 59
2013
Q4 		$454K Hold
6,000
– – 0.27% 63
2013
Q3 		$419K Buy
6,000
+1,500
+33% +$98.3K 0.28% 66
2013
Q2 		$261K Buy
+4,500
New +$260K 0.18% 91

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

Moneta Group Investment Advisors's IBB Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its iShares Biotechnology ETF (IBB) stake by 8.7% in Q2 2026, selling an estimated $71.7K and leaving 4,365 shares worth $830K. The position accounts for 0.01% of the portfolio, ranked #434.

Moneta Group Investment Advisors first reported a position in IBB in Q2 2013 and has held it in 30 quarters since. 957 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Moneta Group Investment Advisors held 4,365 shares of iShares Biotechnology ETF worth $830K as of Q2 2026.
  • Moneta Group Investment Advisors sold 417 iShares Biotechnology ETF shares in Q2 2026, an estimated $71.7K.
  • iShares Biotechnology ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #434 holding.
  • Moneta Group Investment Advisors first reported a position in iShares Biotechnology ETF in Q2 2013 and has held it in 30 quarters since.
  • 957 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.