SVWAG
IBB icon

Sound View Wealth Advisors Group’s iShares Biotechnology ETF IBB Stock Holding History

Sound View Wealth Advisors 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
Q2 		$1.07M Sell
5,612
-54
-1% -$9.28K 0.07% 185
2026
Q1 		$957K Sell
5,666
-46
-0.8% -$7.87K 0.07% 193
2025
Q4 		$964K Sell
5,712
-567
-9% -$92.1K 0.06% 195
2025
Q3 		$906K Sell
6,279
-114
-2% -$15.6K 0.06% 203
2025
Q2 		$809K Sell
6,393
-80
-1% -$9.82K 0.06% 213
2025
Q1 		$828K Sell
6,473
-324
-5% -$43.9K 0.07% 198
2024
Q4 		$899K Buy
6,797
+335
+5% +$47.1K 0.07% 192
2024
Q3 		$941K Buy
6,462
+820
+15% +$119K 0.08% 182
2024
Q2 		$774K Sell
5,642
-62
-1% -$8.28K 0.08% 183
2024
Q1 		$783K Sell
5,704
-867
-13% -$118K 0.08% 187
2023
Q4 		$893K Buy
6,571
+798
+14% +$97.4K 0.1% 174
2023
Q3 		$706K Sell
5,773
-56
-1% -$7.12K 0.09% 181
2023
Q2 		$740K Sell
5,829
-176
-3% -$22.9K 0.1% 180
2023
Q1 		$776K Sell
6,005
-566
-9% -$74.1K 0.11% 172
2022
Q4 		$893K Buy
6,571
+2,567
+64% +$332K 0.1% 174
2022
Q3 		$468K Sell
4,004
-19
-0.5% -$2.36K 0.11% 169
2022
Q2 		$473K Buy
4,023
+65
+2% +$7.72K 0.1% 173
2022
Q1 		$516K Buy
3,958
+1,465
+59% +$191K 0.1% 169
2021
Q4 		$381K Buy
2,493
+19
+0.8% +$2.94K 0.07% 205
2021
Q3 		$400K Buy
2,474
+55
+2% +$9.26K 0.08% 195
2021
Q2 		$396K Buy
2,419
+27
+1% +$4.16K 0.08% 198
2021
Q1 		$360K Buy
2,392
+440
+23% +$69.9K 0.08% 188
2020
Q4 		$296K Sell
1,952
-289
-13% -$41.3K 0.07% 206
2020
Q3 		$303K Buy
2,241
+12
+0.5% +$1.63K 0.08% 187
2020
Q2 		$305K Sell
2,229
-86
-4% -$11K 0.09% 184
2020
Q1 		$249K Buy
2,315
+3
+0.1% +$345 0.09% 180
2019
Q4 		$279K Sell
2,312
-259
-10% -$28.9K 0.08% 199
2019
Q3 		$256K Sell
2,571
-58
-2% -$6.07K 0.08% 212
2019
Q2 		$287K Buy
+2,629
New +$280K 0.08% 203

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

Sound View Wealth Advisors Group's IBB Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its iShares Biotechnology ETF (IBB) stake by 0.95% in Q2 2026, selling an estimated $9.28K and leaving 5,612 shares worth $1.07M. The position accounts for 0.07% of the portfolio, ranked #185.

Sound View Wealth Advisors Group first reported a position in IBB in Q2 2019 and has held it in 29 quarters since. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Sound View Wealth Advisors Group held 5,612 shares of iShares Biotechnology ETF worth $1.07M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 54 iShares Biotechnology ETF shares in Q2 2026, an estimated $9.28K.
  • iShares Biotechnology ETF made up 0.07% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #185 holding.
  • Sound View Wealth Advisors Group first reported a position in iShares Biotechnology ETF in Q2 2019 and has held it in 29 quarters since.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.