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Steward Partners Investment Advisory’s iShares Biotechnology ETF IBB Stock Holding History

Steward Partners Investment Advisory’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 		$9.19M Buy
48,321
+10,382
+27% +$1.78M 0.05% 366
2026
Q1 		$6.41M Buy
37,939
+1,557
+4% +$266K 0.03% 434
2025
Q4 		$6.14M Buy
36,382
+2,435
+7% +$395K 0.03% 420
2025
Q3 		$4.9M Buy
33,947
+4,949
+17% +$676K 0.03% 475
2025
Q2 		$3.67M Buy
28,998
+632
+2% +$77.6K 0.03% 506
2025
Q1 		$3.63M Buy
28,366
+46
+0.2% +$6.24K 0.03% 480
2024
Q4 		$3.74M Sell
28,320
-312
-1% -$43.9K 0.03% 459
2024
Q3 		$4.17M Buy
28,632
+2,652
+10% +$384K 0.04% 411
2024
Q2 		$3.57M Sell
25,980
-1,919
-7% -$256K 0.04% 420
2024
Q1 		$3.83M Sell
27,899
-280
-1% -$38.2K 0.04% 400
2023
Q4 		$3.83M Sell
28,179
-1,488
-5% -$182K 0.05% 340
2023
Q3 		$3.63M Sell
29,667
-453
-2% -$57.6K 0.06% 321
2023
Q2 		$3.82M Buy
30,120
+343
+1% +$44.6K 0.06% 315
2023
Q1 		$3.85M Buy
29,777
+213
+0.7% +$27.9K 0.06% 312
2022
Q4 		$3.88M Buy
29,564
+279
+1% +$36.1K 0.07% 299
2022
Q3 		$3.42M Sell
29,285
-7,054
-19% -$876K 0.06% 300
2022
Q2 		$4.28M Sell
36,339
-4,503
-11% -$535K 0.08% 263
2022
Q1 		$5.32M Sell
40,842
-11,278
-22% -$1.47M 0.08% 250
2021
Q4 		$7.96M Buy
52,120
+1,440
+3% +$223K 0.12% 187
2021
Q3 		$8.19M Buy
50,680
+1,147
+2% +$193K 0.14% 165
2021
Q2 		$8.11M Sell
49,533
-8,806
-15% -$1.36M 0.14% 165
2021
Q1 		$8.78M Sell
58,339
-8,214
-12% -$1.3M 0.15% 152
2020
Q4 		$10.1M Buy
66,553
+1,009
+2% +$144K 0.22% 118
2020
Q3 		$8.88M Buy
65,544
+5,112
+8% +$694K 0.22% 115
2020
Q2 		$8.26M Buy
60,432
+21,272
+54% +$2.71M 0.24% 114
2020
Q1 		$4.22M Sell
39,160
-4,731
-11% -$545K 0.15% 158
2019
Q4 		$5.29M Buy
43,891
+3,370
+8% +$376K 0.16% 146
2019
Q3 		$4.03M Buy
40,521
+426
+1% +$44.6K 0.14% 166
2019
Q2 		$4.37M Buy
40,095
+12,958
+48% +$1.38M 0.16% 138
2019
Q1 		$3.03M Sell
27,137
-1,449
-5% -$159K 0.13% 166
2018
Q4 		$2.76M Sell
28,586
-15,485
-35% -$1.64M 0.13% 176
2018
Q3 		$5.37M Buy
44,071
+14,796
+51% +$1.74M 0.26% 95
2018
Q2 		$3.21M Sell
29,275
-822
-3% -$87.9K 0.19% 119
2018
Q1 		$3.21M Sell
30,097
-10,195
-25% -$1.13M 0.22% 105
2017
Q4 		$4.3M Buy
40,292
+11,024
+38% +$1.18M 0.33% 75
2017
Q3 		$3.25M Buy
29,268
+705
+2% +$75.4K 0.33% 77
2017
Q2 		$2.95M Buy
28,563
+24,441
+593% +$2.41M 0.33% 82
2017
Q1 		$402K Buy
+4,122
New +$395K 0.06% 222

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

Steward Partners Investment Advisory's IBB Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares Biotechnology ETF (IBB) stake by 27% in Q2 2026, buying an estimated $1.78M and bringing the position to 48,321 shares worth $9.19M. The position accounts for 0.05% of the portfolio, ranked #366.

Steward Partners Investment Advisory first reported a position in IBB in Q1 2017 and has held it in 38 quarters since. The position peaked at $10.1M in Q4 2020. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Steward Partners Investment Advisory held 48,321 shares of iShares Biotechnology ETF worth $9.19M as of Q2 2026.
  • Steward Partners Investment Advisory bought 10,382 iShares Biotechnology ETF shares in Q2 2026, an estimated $1.78M.
  • iShares Biotechnology ETF made up 0.05% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #366 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Biotechnology ETF in Q1 2017 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's iShares Biotechnology ETF position peaked at $10.1M in Q4 2020.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.