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

VERITY 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	$734K	Sell	3,860 -1,083	-22%	-$186K	0.44%	41
2026 Q1	$835K	Sell	4,943 -3,955	-44%	-$676K	0.56%	32
2025 Q4	$1.5M	Hold	8,898	–	–	0.93%	14
2025 Q3	$1.28M	Hold	8,898	–	–	0.81%	20
2025 Q2	$1.13M	Hold	8,898	–	–	0.76%	24
2025 Q1	$1.14M	Hold	8,898	–	–	0.84%	23
2024 Q4	$1.18M	Hold	8,898	–	–	0.85%	21
2024 Q3	$1.3M	Hold	8,898	–	–	0.91%	17
2024 Q2	$1.22M	Hold	8,898	–	–	0.91%	16
2024 Q1	$1.22M	Hold	8,898	–	–	0.94%	16
2023 Q4	$1.21M	Hold	8,898	–	–	1.04%	16
2023 Q3	$1.09M	Hold	8,898	–	–	1.02%	19
2023 Q2	$1.13M	Sell	8,898 -2,031	-19%	-$264K	1.01%	19
2023 Q1	$1.41M	Hold	10,929	–	–	1.31%	16
2022 Q4	$1.43M	Hold	10,929	–	–	1.41%	16
2022 Q3	$1.28M	Hold	10,929	–	–	1.31%	17
2022 Q2	$1.29M	Buy	10,929 +57	+0.5%	+$6.77K	1.25%	18
2022 Q1	$1.42M	Hold	10,872	–	–	1.25%	16
2021 Q4	$1.66M	Hold	10,872	–	–	1.38%	16
2021 Q3	$1.76M	Sell	10,872 -407	-4%	-$68.5K	1.57%	16
2021 Q2	$1.85M	Hold	11,279	–	–	1.67%	15
2021 Q1	$1.7M	Hold	11,279	–	–	1.5%	16
2020 Q4	$1.71M	Sell	11,279 -6	-0.1%	-$857	1.55%	16
2020 Q3	$1.53M	Sell	11,285 -1,015	-8%	-$138K	1.56%	16
2020 Q2	$1.68M	Sell	12,300 -104	-0.8%	-$13.3K	1.8%	15
2020 Q1	$1.34M	Hold	12,404	–	–	1.82%	15
2019 Q4	$1.5M	Hold	12,404	–	–	1.44%	17
2019 Q3	$1.23M	Hold	12,404	–	–	1.21%	20
2019 Q2	$1.35M	Sell	12,404 -1,481	-11%	-$158K	1.33%	19
2019 Q1	$1.55M	Hold	13,885	–	–	1.59%	18
2018 Q4	$1.34M	Buy	+13,885	New	+$1.47M	1.54%	18

Other funds holding IBB

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

RFA

Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

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

VERITY Wealth Advisors reduced its iShares Biotechnology ETF (IBB) stake by 22% in Q2 2026, selling an estimated $186K and leaving 3,860 shares worth $734K. The position accounts for 0.44% of the portfolio, ranked #41.

VERITY Wealth Advisors first reported a position in IBB in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.85M in Q2 2021. 223 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

VERITY Wealth Advisors held 3,860 shares of iShares Biotechnology ETF worth $734K as of Q2 2026.
VERITY Wealth Advisors sold 1,083 iShares Biotechnology ETF shares in Q2 2026, an estimated $186K.
iShares Biotechnology ETF made up 0.44% of VERITY Wealth Advisors's portfolio in Q2 2026, its #41 holding.
VERITY Wealth Advisors first reported a position in iShares Biotechnology ETF in Q4 2018 and has held it in 31 quarters since.
VERITY Wealth Advisors's iShares Biotechnology ETF position peaked at $1.85M in Q2 2021.
223 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.