SFA
IBB icon

Sequoia Financial Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Sequoia Financial 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 		$620K Buy
3,258
+166
+5% +$28.5K ﹤0.01% 1203
2026
Q1 		$522K Sell
3,092
-367
-11% -$62.8K ﹤0.01% 1252
2025
Q4 		$584K Buy
3,459
+119
+4% +$19.3K ﹤0.01% 1195
2025
Q3 		$482K Hold
3,340
– – ﹤0.01% 1157
2025
Q2 		$423K Sell
3,340
-344
-9% -$42.2K ﹤0.01% 1089
2025
Q1 		$471K Buy
3,684
+479
+15% +$65K ﹤0.01% 875
2024
Q4 		$424K Buy
3,205
+597
+23% +$83.9K ﹤0.01% 870
2024
Q3 		$380K Buy
2,608
+199
+8% +$28.8K ﹤0.01% 862
2024
Q2 		$331K Hold
2,409
– – ﹤0.01% 846
2024
Q1 		$331K Buy
2,409
+349
+17% +$47.7K ﹤0.01% 823
2023
Q4 		$280K Sell
2,060
-877
-30% -$107K ﹤0.01% 960
2023
Q3 		$359K Sell
2,937
-113
-4% -$14.4K 0.01% 617
2023
Q2 		$387K Sell
3,050
-870
-22% -$113K 0.01% 604
2023
Q1 		$506K Buy
3,920
+966
+33% +$126K 0.01% 455
2022
Q4 		$388K Sell
2,954
-92
-3% -$11.9K 0.01% 509
2022
Q3 		$356K Sell
3,046
-2,560
-46% -$318K 0.01% 350
2022
Q2 		$659K Sell
5,606
-32
-0.6% -$3.8K 0.02% 283
2022
Q1 		$735K Sell
5,638
-5,958
-51% -$776K 0.02% 289
2021
Q4 		$1.77M Buy
11,596
+10,313
+804% +$1.6M 0.05% 189
2021
Q3 		$207K Sell
1,283
-9,138
-88% -$1.54M 0.02% 245
2021
Q2 		$1.71M Buy
10,421
+954
+10% +$147K 0.06% 165
2021
Q1 		$1.43M Buy
9,467
+1,783
+23% +$283K 0.06% 158
2020
Q4 		$1.16M Buy
7,684
+2,978
+63% +$426K 0.05% 172
2020
Q3 		$637K Buy
4,706
+2,882
+158% +$391K 0.03% 199
2020
Q2 		$249K Buy
+1,824
New +$233K 0.01% 316
2019
Q2 		– Sell
-2,019
Closed -$226K – 380
2019
Q1 		$226K Buy
+2,019
New +$221K 0.02% 324
2015
Q3 		– Sell
-1,791
Closed -$220K – 186
2015
Q2 		$220K Buy
+1,791
New +$214K 0.09% 171

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

Sequoia Financial Advisors's IBB Position: Q2 2026 in Review

Sequoia Financial Advisors increased its iShares Biotechnology ETF (IBB) stake by 5.4% in Q2 2026, buying an estimated $28.5K and bringing the position to 3,258 shares worth $620K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

Sequoia Financial Advisors first reported a position in IBB in Q2 2015 and has held it in 27 quarters since. The position peaked at $1.77M in Q4 2021. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Sequoia Financial Advisors held 3,258 shares of iShares Biotechnology ETF worth $620K as of Q2 2026.
  • Sequoia Financial Advisors bought 166 iShares Biotechnology ETF shares in Q2 2026, an estimated $28.5K.
  • iShares Biotechnology ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1203 holding.
  • Sequoia Financial Advisors first reported a position in iShares Biotechnology ETF in Q2 2015 and has held it in 27 quarters since.
  • Sequoia Financial Advisors's iShares Biotechnology ETF position peaked at $1.77M in Q4 2021.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.