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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 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. 956 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.
956 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.