Wealth Enhancement Advisory Services
IBB icon

Wealth Enhancement Advisory Services’s iShares Biotechnology ETF IBB Stock Holding History

Wealth Enhancement Advisory Services’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 		$5.33M Buy
29,848
+256
+0.9% +$44K 0.01% 967
2026
Q1 		$4.72M Sell
29,592
-9,132
-24% -$1.56M 0.01% 926
2025
Q4 		$6.64M Buy
38,724
+3,410
+10% +$554K 0.01% 879
2025
Q3 		$5.31M Sell
35,314
-1,847
-5% -$252K 0.01% 922
2025
Q2 		$4.83M Sell
37,161
-4,760
-11% -$584K 0.01% 912
2025
Q1 		$5.36M Buy
41,921
+1,160
+3% +$157K 0.01% 811
2024
Q4 		$5.39M Buy
40,761
+8,342
+26% +$1.17M 0.01% 776
2024
Q3 		$4.72M Sell
32,419
-2,643
-8% -$382K 0.01% 744
2024
Q2 		$4.81M Sell
35,062
-4,905
-12% -$655K 0.01% 704
2024
Q1 		$5.48M Buy
39,967
+2,523
+7% +$345K 0.01% 636
2023
Q4 		$5.09M Sell
37,444
-1,587
-4% -$194K 0.01% 608
2023
Q3 		$4.77M Buy
+39,031
New +$4.96M 0.02% 593

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

Wealth Enhancement Advisory Services's IBB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Biotechnology ETF (IBB) stake by 0.87% in Q2 2026, buying an estimated $44K and bringing the position to 29,848 shares worth $5.33M. The position accounts for 0.01% of the portfolio, ranked #967.

Wealth Enhancement Advisory Services first reported a position in IBB in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.64M in Q4 2025. 956 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 29,848 shares of iShares Biotechnology ETF worth $5.33M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 256 iShares Biotechnology ETF shares in Q2 2026, an estimated $44K.
  • iShares Biotechnology ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #967 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Biotechnology ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's iShares Biotechnology ETF position peaked at $6.64M in Q4 2025.
  • 956 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.