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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
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
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
CB
Commerce Bank
Kansas City, Missouri
$20.7B AUM
23.76%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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