SageView Advisory Group’s iShares Biotechnology ETF IBB Stock Holding History

SageView Advisory Group’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	–	Sell	-426	Closed	-$71.9K	–	1410
2025 Q4	$71.9K	Buy	+426	New	+$69.2K	﹤0.01%	941
2023 Q4	–	Sell	-3,245	Closed	-$397K	–	690
2023 Q3	$397K	Buy	3,245 +75	+2%	+$9.54K	0.02%	365
2023 Q2	$402K	Buy	3,170 +556	+21%	+$72.2K	0.02%	387
2023 Q1	$338K	Sell	2,614 -254	-9%	-$33.2K	0.02%	366
2022 Q4	$377K	Buy	+2,868	New	+$371K	0.03%	284

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SageView Advisory Group's IBB Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares Biotechnology ETF (IBB) in Q1 2026, closing a stake of 426 shares — an estimated $71.9K sold.

SageView Advisory Group first reported a position in IBB in Q4 2022 and held it in 5 quarters. The position peaked at $402K in Q2 2023. 923 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

SageView Advisory Group reported no remaining iShares Biotechnology ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 426 iShares Biotechnology ETF shares in Q1 2026, an estimated $71.9K.
SageView Advisory Group first reported a position in iShares Biotechnology ETF in Q4 2022 and held it in 5 quarters.
SageView Advisory Group's iShares Biotechnology ETF position peaked at $402K in Q2 2023.
923 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.