Position in IBB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,361,589
+$967,733 QoQ
Shares Held
12,417
+50.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#92
of 294 holders
Holding Since
Jun 2023
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,361,589 | 12,417 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,393,856 | 8,255 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,352,691 | 8,015 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $745,237 | 5,162 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $678,473 | 5,363 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $454,940 | 3,557 | Shares | Defined | 2025-05-15 | |
| 2023-06-30 | $1,927,633 | 15,183 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||