Position in IBB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$232,602
+$4,257 QoQ
Shares Held
1,223
-9.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#225
of 294 holders
Holding Since
Jun 2022
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBB Over Time
Shares Held
Position Value (USD)
All Filings in IBB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,602 | 1,223 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $228,345 | 1,353 | Shares | Sole | 2026-02-13 | |
| 2023-12-31 | $107,729 | 793 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $14,981 | 118 | Shares | Sole | 2023-08-15 | |
| 2022-06-30 | $18,703 | 159 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||