MORRIS FINANCIAL CONCEPTS, INC.
Position in IBB — iShares Biotechnology ETF
CIK 1387386
MOUNT PLEASANT, SC
Position in IBB
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$4,558
+$2 QoQ
Shares Held
27
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBB Over Time
Shares Held
Position Value (USD)
All Filings in IBB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,558 | 27 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $4,556 | 27 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,897 | 27 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,415 | 27 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,453 | 27 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,569 | 27 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,931 | 27 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,706 | 27 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,704 | 27 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $3,667 | 27 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $3,301 | 27 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,427 | 27 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,487 | 27 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,544 | 27 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $3,157 | 27 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $3,176 | 27 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $3,518 | 27 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $4,120 | 27 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||