WFA of San Diego’s iShares Biotechnology ETF IBB Stock Holding History

WFA of San Diego’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	$1.86K	Hold	11	–	–	﹤0.01%	365
2025 Q4	$1.86K	Hold	11	–	–	﹤0.01%	367
2025 Q3	$1.59K	Sell	11 -6	-35%	-$819	﹤0.01%	392
2025 Q2	$2.15K	Buy	+17	New	+$2.09K	﹤0.01%	393
2024 Q3	$2.62K	Sell	18 -12	-40%	-$1.74K	﹤0.01%	350
2024 Q2	$4.12K	Buy	+30	New	+$4K	﹤0.01%	327
2023 Q3	$3.67K	Hold	30	–	–	﹤0.01%	329
2023 Q2	$3.81K	Buy	+30	New	+$3.9K	﹤0.01%	321
2023 Q1	–	Sell	-30	Closed	-$3.94K	–	215
2022 Q4	$3.94K	Buy	+30	New	+$3.88K	﹤0.01%	419
2022 Q3	–	Sell	-30	Closed	-$4K	–	210
2022 Q2	$4K	Buy	+30	New	+$3.56K	﹤0.01%	333

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B 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 $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B 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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WFA of San Diego's IBB Position: Q1 2026 in Review

WFA of San Diego held its iShares Biotechnology ETF (IBB) position steady in Q1 2026 at 11 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

WFA of San Diego first reported a position in IBB in Q2 2022 and has held it in 10 quarters since. The position peaked at $4.12K in Q2 2024. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

WFA of San Diego held 11 shares of iShares Biotechnology ETF worth $1.86K as of Q1 2026.
WFA of San Diego left its iShares Biotechnology ETF share count unchanged in Q1 2026.
iShares Biotechnology ETF made up ﹤0.01% of WFA of San Diego's portfolio in Q1 2026, its #365 holding.
WFA of San Diego first reported a position in iShares Biotechnology ETF in Q2 2022 and has held it in 10 quarters since.
WFA of San Diego's iShares Biotechnology ETF position peaked at $4.12K in Q2 2024.
917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.