MOGY JOEL R INVESTMENT COUNSEL INC
Position in IBB — iShares Biotechnology ETF
CIK 1126735
BEVERLY HILLS, CA
Position in IBB
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$164,628
+$78 QoQ
Shares Held
975
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $164,628 | 975 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $164,550 | 975 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $140,760 | 975 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $123,347 | 975 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $124,702 | 975 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $128,904 | 975 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $141,960 | 975 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $133,828 | 975 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $133,789 | 975 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $132,453 | 975 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $119,232 | 975 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $123,786 | 975 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $125,931 | 975 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||