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Robertson Stephens Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Robertson Stephens Wealth Management’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 		$2.31M Buy
12,135
+134
+1% +$23K 0.06% 201
2026
Q1 		$2.03M Buy
12,001
+667
+6% +$114K 0.06% 206
2025
Q4 		$1.91M Buy
11,334
+8,891
+364% +$1.44M 0.05% 217
2025
Q3 		$353K Sell
2,443
-1
-0% -$136 0.01% 417
2025
Q2 		$309K Sell
2,444
-28
-1% -$3.44K 0.01% 452
2025
Q1 		$316K Sell
2,472
-256
-9% -$34.7K 0.01% 448
2024
Q4 		$361K Sell
2,728
-60
-2% -$8.44K 0.01% 431
2024
Q3 		$406K Buy
2,788
+510
+22% +$73.8K 0.01% 457
2024
Q2 		$313K Buy
2,278
+620
+37% +$82.8K 0.02% 403
2024
Q1 		$227K Buy
1,658
+156
+10% +$21.3K 0.01% 464
2023
Q4 		$204K Buy
+1,502
New +$183K 0.01% 431
2023
Q3 		– Sell
-1,869
Closed -$237K – 455
2023
Q2 		$237K Hold
1,869
– – 0.02% 385
2023
Q1 		$241K Buy
1,869
+1
+0.1% +$131 0.02% 398
2022
Q4 		$245K Sell
1,868
-47
-2% -$6.07K 0.02% 365
2022
Q3 		$224K Buy
1,915
+47
+3% +$5.84K 0.02% 323
2022
Q2 		$219K Hold
1,868
– – 0.02% 345
2022
Q1 		$243K Hold
1,868
– – 0.02% 352
2021
Q4 		$285K Buy
1,868
+50
+3% +$7.74K 0.02% 326
2021
Q3 		$294K Hold
1,818
– – 0.03% 259
2021
Q2 		$297K Sell
1,818
-501
-22% -$77.2K 0.04% 264
2021
Q1 		$349K Buy
2,319
+161
+7% +$25.6K 0.06% 213
2020
Q4 		$326K Hold
2,158
– – 0.07% 178
2020
Q3 		$292K Buy
+2,158
New +$293K 0.07% 177

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

Robertson Stephens Wealth Management's IBB Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its iShares Biotechnology ETF (IBB) stake by 1.1% in Q2 2026, buying an estimated $23K and bringing the position to 12,135 shares worth $2.31M. The position accounts for 0.06% of the portfolio, ranked #201.

Robertson Stephens Wealth Management first reported a position in IBB in Q3 2020 and has held it in 23 quarters since. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Robertson Stephens Wealth Management held 12,135 shares of iShares Biotechnology ETF worth $2.31M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 134 iShares Biotechnology ETF shares in Q2 2026, an estimated $23K.
  • iShares Biotechnology ETF made up 0.06% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #201 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares Biotechnology ETF in Q3 2020 and has held it in 23 quarters since.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.