PWA
IBB icon

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

Physician 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 		$13.7K Buy
72
+2
+3% +$344 ﹤0.01% 792
2026
Q1 		$11.8K Buy
70
+3
+4% +$513 ﹤0.01% 756
2025
Q4 		$11.3K Buy
67
+10
+18% +$1.62K ﹤0.01% 736
2025
Q3 		$8.2K Sell
57
-14
-20% -$1.91K ﹤0.01% 803
2025
Q2 		$8.95K Hold
71
– – ﹤0.01% 662
2025
Q1 		$9.05K Buy
71
+1
+1% +$136 ﹤0.01% 624
2024
Q4 		$9.21K Buy
+70
New +$9.84K ﹤0.01% 642

Other funds holding IBB

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Physician Wealth Advisors increased its iShares Biotechnology ETF (IBB) stake by 2.9% in Q2 2026, buying an estimated $344 and bringing the position to 72 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #792.

Physician Wealth Advisors first reported a position in IBB in Q4 2024 and has held it in 7 quarters since. 453 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Physician Wealth Advisors held 72 shares of iShares Biotechnology ETF worth $13.7K as of Q2 2026.
  • Physician Wealth Advisors bought 2 iShares Biotechnology ETF shares in Q2 2026, an estimated $344.
  • iShares Biotechnology ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #792 holding.
  • Physician Wealth Advisors first reported a position in iShares Biotechnology ETF in Q4 2024 and has held it in 7 quarters since.
  • 453 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.