MONETA GROUP INVESTMENT ADVISORS LLC

Position in IBB — iShares Biotechnology ETF

CIK 1120927 ST LOUIS, MO

Position in IBB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$830,179

+$22,739 QoQ

Shares Held

4,365

-8.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#147

of 294 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$830,179	4,365	-8.7%	Shares	Sole	2026-08-14
2026-03-31	$807,440	4,782	+7.7%	Shares	Sole	2026-05-12
2025-12-31	$749,507	4,441	-3.5%	Shares	Sole	2026-02-12
2025-09-30	$664,390	4,602	+2.2%	Shares	Sole	2025-11-14
2025-06-30	$569,421	4,501	+15.4%	Shares	Sole	2025-08-14
2025-03-31	$499,065	3,902	-3.7%	Shares	Sole	2025-05-15
2024-12-31	$535,582	4,051	-0.8%	Shares	Sole	2025-02-11
2024-09-30	$594,776	4,085	+7.4%	Shares	Sole	2024-11-12
2024-06-30	$521,862	3,802	-2.0%	Shares	Sole	2024-08-13
2024-03-31	$532,139	3,878	-12.3%	Shares	Sole	2024-08-13
2023-12-31	$601,000	4,424	-2.5%	Shares	Sole	2024-02-15
2023-09-30	$555,074	4,539	+0.0%	Shares	Sole	2023-11-15
2023-06-30	$576,144	4,538	-1.0%	Shares	Sole	2023-08-15
2023-03-31	$592,069	4,584	+9.5%	Shares	Sole	2023-05-15
2022-12-31	$549,448	4,185	+23.3%	Shares	Sole	2023-02-16
2022-09-30	$396,962	3,394	-12.8%	Shares	Sole	2022-11-14
2022-06-30	$458,051	3,894	+45.8%	Shares	Sole	2022-08-15
2022-03-31	$348,031	2,671	+27.4%	Shares	Sole	2022-05-11
2021-12-31	$320,044	2,097	+50.6%	Shares	Sole	2022-02-11
2021-09-30	$225,058	1,392	+10.6%	Shares	Sole	2021-11-12
2021-06-30	$206,035	1,259	—	Shares	Sole	2021-08-13
No filing history on record for this holder in this stock.