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NewEdge Wealth’s iShares Biotechnology ETF IBB Stock Holding History

NewEdge Wealth’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 		$1.58M Sell
8,313
-1,078
-11% -$185K 0.02% 522
2026
Q1 		$1.59M Buy
9,391
+55
+0.6% +$9.4K 0.02% 493
2025
Q4 		$1.58M Sell
9,336
-27
-0.3% -$4.38K 0.02% 515
2025
Q3 		$1.48M Buy
9,363
+1,928
+26% +$263K 0.02% 466
2025
Q2 		$976K Sell
7,435
-407
-5% -$50K 0.02% 539
2025
Q1 		$1M Buy
7,842
+312
+4% +$42.3K 0.02% 483
2024
Q4 		$996K Sell
7,530
-1,110
-13% -$156K 0.02% 488
2024
Q3 		$1.26M Buy
8,640
+1,965
+29% +$284K 0.02% 432
2024
Q2 		$916K Sell
6,675
-1,587
-19% -$212K 0.02% 431
2024
Q1 		$1.08M Sell
8,262
-232
-3% -$31.7K 0.02% 416
2023
Q4 		$1.15M Buy
8,494
+5,129
+152% +$626K 0.03% 377
2023
Q3 		$411K Sell
3,365
-315
-9% -$40.1K 0.01% 483
2023
Q2 		$467K Sell
3,680
-441
-11% -$57.3K 0.02% 465
2023
Q1 		$532K Buy
4,121
+34
+0.8% +$4.45K 0.02% 402
2022
Q4 		$537K Buy
4,087
+1,245
+44% +$161K 0.02% 358
2022
Q3 		$332K Buy
2,842
+200
+8% +$24.8K 0.02% 409
2022
Q2 		$311K Sell
2,642
-7,803
-75% -$926K 0.01% 458
2022
Q1 		$1.36M Buy
10,445
+7,858
+304% +$1.02M 0.06% 193
2021
Q4 		$395K Buy
+2,587
New +$401K 0.02% 316

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

NewEdge Wealth's IBB Position: Q2 2026 in Review

NewEdge Wealth reduced its iShares Biotechnology ETF (IBB) stake by 11% in Q2 2026, selling an estimated $185K and leaving 8,313 shares worth $1.58M. The position accounts for 0.02% of the portfolio, ranked #522.

NewEdge Wealth first reported a position in IBB in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.59M in Q1 2026. 956 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • NewEdge Wealth held 8,313 shares of iShares Biotechnology ETF worth $1.58M as of Q2 2026.
  • NewEdge Wealth sold 1,078 iShares Biotechnology ETF shares in Q2 2026, an estimated $185K.
  • iShares Biotechnology ETF made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #522 holding.
  • NewEdge Wealth first reported a position in iShares Biotechnology ETF in Q4 2021 and has held it in 19 quarters since.
  • NewEdge Wealth's iShares Biotechnology ETF position peaked at $1.59M in Q1 2026.
  • 956 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.