Welch & Forbes LLC

Position in IBB — iShares Biotechnology ETF

CIK 105495 Boston, MA

Position in IBB

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$347,324

+$165 QoQ

Shares Held

2,057

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$347,324	2,057	0.0%	Shares	Sole	2026-05-01
2025-12-31	$347,159	2,057	0.0%	Shares	Sole	2026-02-10
2025-09-30	$296,969	2,057	0.0%	Shares	Sole	2025-11-04
2025-06-30	$260,231	2,057	-2.4%	Shares	Sole	2025-08-05
2025-03-31	$269,485	2,107	0.0%	Shares	Sole	2025-05-02
2024-12-31	$278,566	2,107	0.0%	Shares	Sole	2025-02-07
2024-09-30	$306,779	2,107	0.0%	Shares	Sole	2024-11-04
2024-06-30	$289,206	2,107	-3.4%	Shares	Sole	2024-08-02
2024-03-31	$299,414	2,182	0.0%	Shares	Sole	2024-05-03
2023-12-31	$296,424	2,182	-2.2%	Shares	Sole	2024-02-06
2023-09-30	$272,951	2,232	0.0%	Shares	Sole	2023-11-03
2023-06-30	$283,374	2,232	-1.1%	Shares	Sole	2023-07-28
2023-03-31	$291,514	2,257	0.0%	Shares	Sole	2023-04-14
2022-12-31	$296,321	2,257	0.0%	Shares	Sole	2023-02-02
2022-09-30	$263,978	2,257	0.0%	Shares	Sole	2022-10-31
2022-06-30	$265,490	2,257	-2.2%	Shares	Sole	2022-07-22
2022-03-31	$300,602	2,307	0.0%	Shares	Sole	2022-04-25
2021-12-31	$352,094	2,307	0.0%	Shares	Sole	2022-01-19
2021-09-30	$372,995	2,307	0.0%	Shares	Sole	2021-10-13
2021-06-30	$377,540	2,307	0.0%	Shares	Sole	2021-07-22
2021-03-31	$347,341	2,307	+3.9%	Shares	Sole	2021-04-14
2020-12-31	$336,307	2,220	0.0%	Shares	Sole	2021-01-20
2020-09-30	$300,610	2,220	0.0%	Shares	Sole	2020-10-23
2020-06-30	$303,451	2,220	0.0%	Shares	Sole	2020-07-15
2020-03-31	$239,182	2,220	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.