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United Capital Financial Advisors’s iShares Biotechnology ETF IBB Stock Holding History

United Capital 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 		$3.22M Sell
16,928
-45
-0.3% -$7.74K 0.02% 474
2026
Q1 		$2.87M Sell
16,973
-1,248
-7% -$213K 0.02% 479
2025
Q4 		$3.08M Buy
18,221
+12,810
+237% +$2.08M 0.02% 441
2025
Q3 		$781K Buy
5,411
+197
+4% +$26.9K 0.01% 723
2025
Q2 		$660K Sell
5,214
-3,405
-40% -$418K 0.01% 718
2025
Q1 		$1.1M Buy
8,619
+811
+10% +$110K 0.01% 546
2024
Q4 		$1.03M Sell
7,808
-980
-11% -$138K 0.01% 539
2024
Q3 		$1.28M Buy
8,788
+185
+2% +$26.8K 0.01% 490
2024
Q2 		$1.18M Sell
8,603
-252
-3% -$33.6K 0.01% 492
2024
Q1 		$1.22M Buy
8,855
+285
+3% +$38.9K 0.01% 522
2023
Q4 		$1.16M Sell
8,570
-1,974
-19% -$241K 0.01% 519
2023
Q3 		$1.29M Sell
10,544
-675
-6% -$85.8K 0.01% 474
2023
Q2 		$1.42M Sell
11,219
-598
-5% -$77.7K 0.01% 489
2023
Q1 		$1.53M Sell
11,817
-424
-3% -$55.5K 0.01% 495
2022
Q4 		$1.61M Sell
12,241
-729
-6% -$94.2K 0.01% 522
2022
Q3 		$1.52M Sell
12,970
-3,004
-19% -$373K 0.01% 522
2022
Q2 		$1.88M Buy
15,974
+1,743
+12% +$207K 0.01% 505
2022
Q1 		$1.85M Sell
14,231
-989
-6% -$129K 0.01% 537
2021
Q4 		$2.32M Buy
15,220
+113
+0.7% +$17.5K 0.01% 503
2021
Q3 		$2.44M Sell
15,107
-188
-1% -$31.6K 0.01% 485
2021
Q2 		$2.5M Sell
15,295
-292
-2% -$45K 0.01% 499
2021
Q1 		$2.35M Sell
15,587
-175
-1% -$27.8K 0.01% 476
2020
Q4 		$2.39M Buy
15,762
+570
+4% +$81.5K 0.01% 470
2020
Q3 		$2.06M Sell
15,192
-2,232
-13% -$303K 0.01% 491
2020
Q2 		$2.38M Buy
17,424
+1,297
+8% +$165K 0.02% 475
2020
Q1 		$1.74M Sell
16,127
-321
-2% -$37K 0.01% 524
2019
Q4 		$1.98M Buy
16,448
+3,178
+24% +$355K 0.01% 610
2019
Q3 		$1.32M Buy
13,270
+341
+3% +$35.7K 0.01% 668
2019
Q2 		$1.41M Buy
12,929
+1,219
+10% +$130K 0.01% 707
2019
Q1 		$1.31M Sell
11,710
-163
-1% -$17.9K 0.01% 705
2018
Q4 		$1.15M Buy
11,873
+137
+1% +$14.5K 0.01% 677
2018
Q3 		$1.43M Buy
11,736
+614
+6% +$72.3K 0.01% 678
2018
Q2 		$1.22M Buy
11,122
+1,724
+18% +$184K 0.01% 715
2018
Q1 		$1M Sell
9,398
-10,901
-54% -$1.21M 0.01% 774
2017
Q4 		$2.19M Buy
20,299
+568
+3% +$60.7K 0.02% 569
2017
Q3 		$2.19M Buy
19,731
+381
+2% +$40.7K 0.02% 549
2017
Q2 		$2M Buy
19,350
+9,336
+93% +$919K 0.02% 578
2017
Q1 		$979K Buy
10,014
+915
+10% +$87.6K 0.01% 752
2016
Q4 		$805K Buy
9,099
+267
+3% +$24.3K 0.01% 802
2016
Q3 		$852K Sell
8,832
-330
-4% -$31.4K 0.01% 818
2016
Q2 		$785K Buy
9,162
+435
+5% +$39K 0.01% 800
2016
Q1 		$759K Sell
8,727
-825
-9% -$73.8K 0.01% 771
2015
Q4 		$1.08M Sell
9,552
-4,713
-33% -$512K 0.01% 674
2015
Q3 		$1.44M Sell
14,265
-74,670
-84% -$8.96M 0.02% 597
2015
Q2 		$10.9M Buy
88,935
+27,783
+45% +$3.33M 0.13% 192
2015
Q1 		$6.8M Buy
61,152
+15,129
+33% +$1.67M 0.08% 288
2014
Q4 		$4.65M Buy
46,023
+8,976
+24% +$872K 0.07% 268
2014
Q3 		$3.38M Buy
+37,047
New +$3.25M 0.06% 316
2014
Q2 		– Sell
-4,719
Closed -$372K – 863
2014
Q1 		$372K Buy
4,719
+1,554
+49% +$129K 0.01% 716
2013
Q4 		$240K Buy
+3,165
New +$225K 0.01% 572
2013
Q3 		– Sell
-4,488
Closed -$260K – 708
2013
Q2 		$260K Buy
+4,488
New +$259K 0.01% 622

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

United Capital Financial Advisors's IBB Position: Q2 2026 in Review

United Capital Financial Advisors reduced its iShares Biotechnology ETF (IBB) stake by 0.27% in Q2 2026, selling an estimated $7.74K and leaving 16,928 shares worth $3.22M. The position accounts for 0.02% of the portfolio, ranked #474.

United Capital Financial Advisors first reported a position in IBB in Q2 2013 and has held it in 51 quarters since. The position peaked at $10.9M in Q2 2015. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • United Capital Financial Advisors held 16,928 shares of iShares Biotechnology ETF worth $3.22M as of Q2 2026.
  • United Capital Financial Advisors sold 45 iShares Biotechnology ETF shares in Q2 2026, an estimated $7.74K.
  • iShares Biotechnology ETF made up 0.02% of United Capital Financial Advisors's portfolio in Q2 2026, its #474 holding.
  • United Capital Financial Advisors first reported a position in iShares Biotechnology ETF in Q2 2013 and has held it in 51 quarters since.
  • United Capital Financial Advisors's iShares Biotechnology ETF position peaked at $10.9M in Q2 2015.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.