TCV Trust & Wealth Management, Inc.
Position in IBB — iShares Biotechnology ETF
CIK 1135439
RICHMOND, VA
Position in IBB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$725,210
-$68,346 QoQ
Shares Held
4,295
-8.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
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%
Common Shares in IBB Over Time
Shares Held
Position Value (USD)
All Filings in IBB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $725,210 | 4,295 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $793,556 | 4,702 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $678,827 | 4,702 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $594,849 | 4,702 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $601,385 | 4,702 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $621,650 | 4,702 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $684,611 | 4,702 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $676,279 | 4,927 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $678,140 | 4,942 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $697,181 | 5,132 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $627,591 | 5,132 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $697,137 | 5,491 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $709,217 | 5,491 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $686,908 | 5,232 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $617,899 | 5,283 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $624,968 | 5,313 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $705,183 | 5,412 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $867,949 | 5,687 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $989,643 | 6,121 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,009,883 | 6,171 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $929,105 | 6,171 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $942,419 | 6,221 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $842,385 | 6,221 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $850,348 | 6,221 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $670,250 | 6,221 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||