Monograph Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Monograph Wealth 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	$799K	Hold	4,200	–	–	0.07%	71
2026 Q1	$709K	Hold	4,200	–	–	0.07%	70
2025 Q4	$709K	Hold	4,200	–	–	0.07%	75
2025 Q3	$606K	Hold	4,200	–	–	0.06%	79
2025 Q2	$531K	Hold	4,200	–	–	0.07%	71
2025 Q1	$537K	Hold	4,200	–	–	0.07%	70
2024 Q4	$555K	Hold	4,200	–	–	0.07%	67
2024 Q3	$612K	Sell	4,200 -10	-0.2%	-$1.45K	0.08%	66
2024 Q2	$578K	Hold	4,210	–	–	0.08%	60
2024 Q1	$578K	Hold	4,210	–	–	0.08%	89
2023 Q4	$572K	Hold	4,210	–	–	0.1%	52
2023 Q3	$515K	Hold	4,210	–	–	0.1%	68
2023 Q2	$535K	Hold	4,210	–	–	0.11%	44
2023 Q1	$544K	Hold	4,210	–	–	0.13%	42
2022 Q4	$553K	Hold	4,210	–	–	0.15%	48
2022 Q3	$492K	Buy	4,210 +10	+0.2%	+$1.24K	0.16%	41
2022 Q2	$494K	Hold	4,200	–	–	0.14%	41
2022 Q1	$547K	Hold	4,200	–	–	0.14%	49
2021 Q4	$641K	Buy	+4,200	New	+$650K	0.16%	42

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Monograph Wealth Advisors's IBB Position: Q2 2026 in Review

Monograph Wealth Advisors held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 4,200 shares worth $799K. The position accounts for 0.07% of the portfolio, ranked #71.

Monograph Wealth Advisors first reported a position in IBB in Q4 2021 and has held it in 19 quarters since. 956 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Monograph Wealth Advisors held 4,200 shares of iShares Biotechnology ETF worth $799K as of Q2 2026.
Monograph Wealth Advisors left its iShares Biotechnology ETF share count unchanged in Q2 2026.
iShares Biotechnology ETF made up 0.07% of Monograph Wealth Advisors's portfolio in Q2 2026, its #71 holding.
Monograph Wealth Advisors first reported a position in iShares Biotechnology ETF in Q4 2021 and has held it in 19 quarters since.
956 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Monograph Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.