New England Private Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History

New England Private 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	$2.46M	Buy	13,081 +1	+0%	+$172	0.24%	79
2026 Q1	$2.21M	Buy	13,080 +8	+0.1%	+$1.37K	0.26%	73
2025 Q4	$2.21M	Buy	13,072 +12	+0.1%	+$1.95K	0.27%	68
2025 Q3	$1.89M	Buy	13,060 +7	+0.1%	+$955	0.25%	72
2025 Q2	$1.75M	Hold	13,053	–	–	0.26%	67
2025 Q1	$1.67M	Buy	13,053 +371	+3%	+$50.3K	0.26%	63
2024 Q4	$1.68M	Sell	12,682 -5	-0%	-$703	0.27%	64
2024 Q3	$1.85M	Buy	12,687 +21	+0.2%	+$3.04K	0.3%	60
2024 Q2	$1.74M	Buy	12,666 +2	+0%	+$267	0.3%	57
2024 Q1	$1.73M	Buy	12,664 +8	+0.1%	+$1.09K	0.31%	54
2023 Q4	$1.72M	Buy	12,656 +19	+0.2%	+$2.32K	0.32%	53
2023 Q3	$1.55M	Buy	12,637 +2	+0%	+$254	0.32%	53
2023 Q2	$1.6M	Sell	12,635 -1	-0%	-$130	0.32%	51
2023 Q1	$1.63M	Buy	12,636 +4	+0%	+$524	0.33%	47
2022 Q4	$1.66M	Buy	12,632 +356	+3%	+$46K	0.35%	44
2022 Q3	$1.44M	Sell	12,276 -120	-1%	-$14.9K	0.34%	45
2022 Q2	$1.62M	Sell	12,396 -3	-0%	-$356	0.3%	51
2022 Q1	$1.62M	Sell	12,399 -702	-5%	-$91.4K	0.3%	51
2021 Q4	$2M	Sell	13,101 -716	-5%	-$111K	0.35%	46
2021 Q3	$2.23M	Buy	13,817 +38	+0.3%	+$6.39K	0.42%	40
2021 Q2	$2.25M	Sell	13,779 -696	-5%	-$107K	0.43%	37
2021 Q1	$2.18M	Buy	14,475 +706	+5%	+$112K	0.38%	43
2020 Q4	$2.09M	Buy	13,769 +5	+0%	+$715	0.46%	39
2020 Q3	$1.86M	Buy	13,764 +5	+0%	+$678	0.47%	37
2020 Q2	$1.89M	Buy	13,759 +9	+0.1%	+$1.15K	0.52%	36
2020 Q1	$1.48M	Buy	13,750 +4	+0%	+$461	0.5%	38
2019 Q4	$1.66M	Sell	13,746 -722	-5%	-$80.6K	0.43%	43
2019 Q3	$1.44M	Sell	14,468 -58	-0.4%	-$6.07K	0.35%	49
2019 Q2	$1.59M	Sell	14,526 -24	-0.2%	-$2.55K	0.38%	44
2019 Q1	$1.63M	Buy	14,550 +120	+0.8%	+$13.2K	0.42%	38
2018 Q4	$1.39M	Sell	14,430 -798	-5%	-$84.7K	0.41%	43
2018 Q3	$1.86M	Buy	15,228 +18	+0.1%	+$2.12K	0.5%	41
2018 Q2	$1.67M	Hold	15,210	–	–	0.47%	43
2018 Q1	$1.62M	Hold	15,210	–	–	0.46%	43
2017 Q4	$1.62M	Sell	15,210 -1,560	-9%	-$167K	0.46%	43
2017 Q3	$1.86M	Buy	16,770 +420	+3%	+$44.9K	0.55%	38
2017 Q2	$1.69M	Hold	16,350	–	–	0.52%	39
2017 Q1	$1.59M	Sell	16,350 -4,536	-22%	-$434K	0.51%	40
2016 Q4	$1.85M	Sell	20,886 -2,067	-9%	-$188K	0.64%	34
2016 Q3	$2.21M	Buy	22,953 +3	+0%	+$285	0.8%	28
2016 Q2	$1.97M	Sell	22,950 -6,207	-21%	-$557K	0.75%	29
2016 Q1	$2.54M	Sell	29,157 -3,951	-12%	-$353K	1.04%	23
2015 Q4	$3.73M	Sell	33,108 -5,079	-13%	-$551K	1.48%	17
2015 Q3	$3.86M	Buy	38,187 +1,305	+4%	+$157K	1.65%	17
2015 Q2	$4.54M	Buy	36,882 +6,603	+22%	+$790K	1.72%	16
2015 Q1	$3.45M	Buy	30,279 +6,051	+25%	+$667K	1.34%	21
2014 Q4	$2.46M	Buy	24,228 +750	+3%	+$72.9K	0.97%	25
2014 Q3	$2.14M	Buy	23,478 +1,086	+5%	+$95.3K	0.86%	28
2014 Q2	$1.92M	Buy	22,392 +405	+2%	+$31.9K	0.79%	30
2014 Q1	$1.73M	Buy	21,987 +1,311	+6%	+$109K	0.73%	33
2013 Q4	$1.56M	Buy	+20,676	New	+$1.47M	0.71%	35

Other funds holding IBB

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $2.21B AUM 39.6% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

New England Private Wealth Advisors's IBB Position: Q2 2026 in Review

New England Private Wealth Advisors increased its iShares Biotechnology ETF (IBB) stake by 0.01% in Q2 2026, buying an estimated $172 and bringing the position to 13,081 shares worth $2.46M. The position accounts for 0.24% of the portfolio, ranked #79.

New England Private Wealth Advisors first reported a position in IBB in Q4 2013 and has held it in 51 quarters since. The position peaked at $4.54M in Q2 2015. 560 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

New England Private Wealth Advisors held 13,081 shares of iShares Biotechnology ETF worth $2.46M as of Q2 2026.
New England Private Wealth Advisors bought 1 iShares Biotechnology ETF share in Q2 2026, an estimated $172.
iShares Biotechnology ETF made up 0.24% of New England Private Wealth Advisors's portfolio in Q2 2026, its #79 holding.
New England Private Wealth Advisors first reported a position in iShares Biotechnology ETF in Q4 2013 and has held it in 51 quarters since.
New England Private Wealth Advisors's iShares Biotechnology ETF position peaked at $4.54M in Q2 2015.
560 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.