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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
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 $1.37T 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

Moneta Group Investment Advisors's IBB Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its iShares Biotechnology ETF (IBB) stake by 7.7% in Q1 2026, buying an estimated $58.3K and bringing the position to 4,782 shares worth $807K. The position accounts for 0.01% of the portfolio, ranked #399.

Moneta Group Investment Advisors first reported a position in IBB in Q2 2013 and has held it in 29 quarters since. 919 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Moneta Group Investment Advisors held 4,782 shares of iShares Biotechnology ETF worth $807K as of Q1 2026.
  • Moneta Group Investment Advisors bought 341 iShares Biotechnology ETF shares in Q1 2026, an estimated $58.3K.
  • iShares Biotechnology ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #399 holding.
  • Moneta Group Investment Advisors first reported a position in iShares Biotechnology ETF in Q2 2013 and has held it in 29 quarters since.
  • 919 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.