N.E.W. Advisory Services’s iShares Biotechnology ETF IBB Stock Holding History

N.E.W. Advisory Services’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	$51.7K	Hold	272	–	–	﹤0.01%	374
2026 Q1	$45.9K	Hold	272	–	–	﹤0.01%	379
2025 Q4	$45.9K	Hold	272	–	–	﹤0.01%	363
2025 Q3	$39.3K	Hold	272	–	–	﹤0.01%	354
2025 Q2	$34.4K	Sell	272 -77	-22%	-$9.45K	﹤0.01%	363
2025 Q1	$44.6K	Buy	+349	New	+$47.3K	﹤0.01%	376
2021 Q1	–	Sell	-1,524	Closed	-$231K	–	132
2020 Q4	$231K	Sell	1,524 -1,850	-55%	-$264K	0.05%	120
2020 Q3	$457K	Sell	3,374 -338	-9%	-$45.9K	0.13%	64
2020 Q2	$507K	Buy	+3,712	New	+$473K	0.16%	53
2019 Q4	$448K	Buy	+3,717	New	+$415K	0.15%	61

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

N.E.W. Advisory Services's IBB Position: Q2 2026 in Review

N.E.W. Advisory Services held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 272 shares worth $51.7K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

N.E.W. Advisory Services first reported a position in IBB in Q4 2019 and has held it in 10 quarters since. The position peaked at $507K in Q2 2020. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

N.E.W. Advisory Services held 272 shares of iShares Biotechnology ETF worth $51.7K as of Q2 2026.
N.E.W. Advisory Services left its iShares Biotechnology ETF share count unchanged in Q2 2026.
iShares Biotechnology ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #374 holding.
N.E.W. Advisory Services first reported a position in iShares Biotechnology ETF in Q4 2019 and has held it in 10 quarters since.
N.E.W. Advisory Services's iShares Biotechnology ETF position peaked at $507K in Q2 2020.
954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.