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Wealthspire Advisors (New York)’s iShares Biotechnology ETF IBB Stock Holding History

Wealthspire Advisors (New York)’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 		$1.1M Buy
6,503
+449
+7% +$76.8K 0.01% 392
2025
Q4 		$1.02M Sell
6,054
-307
-5% -$49.9K 0.01% 420
2025
Q3 		$918K Sell
6,361
-560
-8% -$76.4K ﹤0.01% 407
2025
Q2 		$876K Sell
6,921
-4,105
-37% -$504K ﹤0.01% 417
2025
Q1 		$1.41M Sell
11,026
-814
-7% -$110K 0.01% 325
2024
Q4 		$1.57M Sell
11,840
-4,243
-26% -$596K 0.02% 286
2024
Q3 		$2.34M Buy
16,083
+2,343
+17% +$339K 0.02% 226
2024
Q2 		$1.89M Hold
13,740
– – 0.02% 213
2024
Q1 		$1.89M Sell
13,740
-3,585
-21% -$490K 0.03% 209
2023
Q4 		$2.35M Buy
17,325
+44
+0.3% +$5.37K 0.03% 171
2023
Q3 		$2.11M Buy
17,281
+214
+1% +$27.2K 0.03% 163
2023
Q2 		$2.17M Sell
17,067
-312
-2% -$40.5K 0.04% 148
2023
Q1 		$2.24M Buy
17,379
+288
+2% +$37.7K 0.04% 138
2022
Q4 		$2.24M Sell
17,091
-395
-2% -$51K 0.04% 141
2022
Q3 		$2.04M Buy
17,486
+3,933
+29% +$488K 0.04% 141
2022
Q2 		$1.59M Sell
13,553
-1,996
-13% -$237K 0.03% 160
2022
Q1 		$2.03M Sell
15,549
-4,896
-24% -$638K 0.05% 123
2021
Q4 		$3.12M Sell
20,445
-1,020
-5% -$158K 0.07% 105
2021
Q3 		$3.47M Buy
21,465
+870
+4% +$146K 0.07% 113
2021
Q2 		$3.37M Buy
20,595
+794
+4% +$122K 0.09% 80
2021
Q1 		$2.98M Buy
19,801
+458
+2% +$72.7K 0.07% 129
2020
Q4 		$2.93M Buy
19,343
+9,857
+104% +$1.41M 0.09% 103
2020
Q3 		$1.28M Buy
+9,486
New +$1.29M 0.08% 110
2020
Q2 		– Sell
-10,107
Closed -$1.09M – 389
2020
Q1 		$1.09M Buy
+10,107
New +$1.16M 0.05% 182
2019
Q1 		– Sell
-327
Closed -$32K – 386
2018
Q4 		$32K Buy
+327
New +$34.7K ﹤0.01% 246

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthspire Advisors (New York)'s IBB Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its iShares Biotechnology ETF (IBB) stake by 7.4% in Q1 2026, buying an estimated $76.8K and bringing the position to 6,503 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #392.

Wealthspire Advisors (New York) first reported a position in IBB in Q4 2018 and has held it in 25 quarters since. The position peaked at $3.47M in Q3 2021. 921 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Wealthspire Advisors (New York) held 6,503 shares of iShares Biotechnology ETF worth $1.1M as of Q1 2026.
  • Wealthspire Advisors (New York) bought 449 iShares Biotechnology ETF shares in Q1 2026, an estimated $76.8K.
  • iShares Biotechnology ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #392 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares Biotechnology ETF in Q4 2018 and has held it in 25 quarters since.
  • Wealthspire Advisors (New York)'s iShares Biotechnology ETF position peaked at $3.47M in Q3 2021.
  • 921 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.