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

SOA 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 		$69K Sell
363
-91
-20% -$15.6K 0.01% 333
2026
Q1 		$76.7K Hold
454
– – 0.01% 299
2025
Q4 		$76.6K Hold
454
– – 0.01% 308
2025
Q3 		$65.5K Sell
454
-128
-22% -$17.5K 0.01% 342
2025
Q2 		$73.7K Sell
582
-186
-24% -$22.8K 0.01% 311
2025
Q1 		$98.3K Sell
768
-24
-3% -$3.25K 0.02% 262
2024
Q4 		$105K Hold
792
– – 0.02% 247
2024
Q3 		$115K Buy
792
+1
+0.1% +$145 0.02% 239
2024
Q2 		$109K Hold
791
– – 0.02% 241
2024
Q1 		$109K Buy
791
+1
+0.1% +$137 0.02% 236
2023
Q4 		$107K Buy
790
+1
+0.1% +$122 0.02% 228
2023
Q3 		$96.5K Hold
789
– – 0.02% 230
2023
Q2 		$100K Sell
789
-222
-22% -$28.8K 0.02% 234
2023
Q1 		$131K Sell
1,011
-125
-11% -$16.4K 0.03% 201
2022
Q4 		$149K Buy
1,136
+127
+13% +$16.4K 0.04% 184
2022
Q3 		$118K Hold
1,009
– – 0.04% 187
2022
Q2 		$118K Hold
1,009
– – 0.03% 190
2022
Q1 		$131K Buy
1,009
+1
+0.1% +$130 0.03% 210
2021
Q4 		$155K Sell
1,008
-80
-7% -$12.4K 0.04% 185
2021
Q3 		$175K Buy
1,088
+210
+24% +$35.3K 0.04% 165
2021
Q2 		$143K Sell
878
-7
-0.8% -$1.08K 0.04% 188
2021
Q1 		$133K Buy
885
+88
+11% +$14K 0.04% 173
2020
Q4 		$135K Buy
+797
New +$114K 0.04% 167

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

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

SOA Wealth Advisors reduced its iShares Biotechnology ETF (IBB) stake by 20% in Q2 2026, selling an estimated $15.6K and leaving 363 shares worth $69K. The position accounts for 0.01% of the portfolio, ranked #333.

SOA Wealth Advisors first reported a position in IBB in Q4 2020 and has held it in 23 quarters since. The position peaked at $175K in Q3 2021. 956 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • SOA Wealth Advisors held 363 shares of iShares Biotechnology ETF worth $69K as of Q2 2026.
  • SOA Wealth Advisors sold 91 iShares Biotechnology ETF shares in Q2 2026, an estimated $15.6K.
  • iShares Biotechnology ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #333 holding.
  • SOA Wealth Advisors first reported a position in iShares Biotechnology ETF in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's iShares Biotechnology ETF position peaked at $175K in Q3 2021.
  • 956 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.