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 Q2	–	Sell	-11	Closed	-$1.86K	–	214
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 $1.55T 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 22.9% 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

WFA of San Diego's IBB Position: Q2 2026 in Review

WFA of San Diego sold out of iShares Biotechnology ETF (IBB) in Q2 2026, closing a stake of 11 shares — an estimated $1.86K sold.

WFA of San Diego first reported a position in IBB in Q2 2022 and held it in 10 quarters. The position peaked at $4.12K in Q2 2024. 960 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

WFA of San Diego reported no remaining iShares Biotechnology ETF position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 11 iShares Biotechnology ETF shares in Q2 2026, an estimated $1.86K.
WFA of San Diego first reported a position in iShares Biotechnology ETF in Q2 2022 and held it in 10 quarters.
WFA of San Diego's iShares Biotechnology ETF position peaked at $4.12K in Q2 2024.
960 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.