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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
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 $1.37T 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

NewEdge Wealth's IBB Position: Q1 2026 in Review

NewEdge Wealth increased its iShares Biotechnology ETF (IBB) stake by 0.59% in Q1 2026, buying an estimated $9.4K and bringing the position to 9,391 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #493.

NewEdge Wealth first reported a position in IBB in Q4 2021 and has held it in 18 quarters since. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • NewEdge Wealth held 9,391 shares of iShares Biotechnology ETF worth $1.59M as of Q1 2026.
  • NewEdge Wealth bought 55 iShares Biotechnology ETF shares in Q1 2026, an estimated $9.4K.
  • iShares Biotechnology ETF made up 0.02% of NewEdge Wealth's portfolio in Q1 2026, its #493 holding.
  • NewEdge Wealth first reported a position in iShares Biotechnology ETF in Q4 2021 and has held it in 18 quarters since.
  • 917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.