Institute for Wealth Management, LLC.

Position in IBB — iShares Biotechnology ETF

CIK 1533954 DENVER, CO

Position in IBB

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$557,711

+$35,537 QoQ

Shares Held

3,303

+6.8% 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 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$557,711	3,303	+6.8%	Shares	Sole	2026-05-14
2025-12-31	$522,174	3,094	-1.9%	Shares	Sole	2026-01-27
2025-09-30	$455,342	3,154	-4.2%	Shares	Sole	2025-10-17
2025-06-30	$416,470	3,292	-2.5%	Shares	Sole	2025-07-18
2025-03-31	$431,918	3,377	0.0%	Shares	Sole	2025-04-21
2024-12-31	$446,473	3,377	0.0%	Shares	Sole	2025-01-23
2024-09-30	$491,691	3,377	-6.1%	Shares	Sole	2024-11-12
2024-06-30	$493,724	3,597	+2.9%	Shares	Sole	2024-07-25
2024-03-31	$479,446	3,494	0.0%	Shares	Sole	2024-04-30
2023-12-31	$474,659	3,494	-1.0%	Shares	Sole	2024-01-31
2023-09-30	$431,561	3,529	+2.3%	Shares	Sole	2023-10-13
2023-06-30	$437,885	3,449	0.0%	Shares	Sole	2023-07-25
2023-03-31	$445,472	3,449	0.0%	Shares	Sole	2023-04-20
2022-12-31	$452,819	3,449	0.0%	Shares	Sole	2023-02-02
2022-09-30	$403,395	3,449	+16.6%	Shares	Sole	2022-10-18
2022-06-30	$347,949	2,958	-0.4%	Shares	Sole	2022-07-25
2022-03-31	$387,121	2,971	+9.2%	Shares	Sole	2022-04-29
2021-12-31	$415,279	2,721	-0.7%	Shares	Sole	2022-01-21
2021-09-30	$443,164	2,741	-3.9%	Shares	Sole	2021-11-15
2021-06-30	$466,893	2,853	+4.1%	Shares	Sole	2021-07-21
2021-03-31	$412,684	2,741	+1.0%	Shares	Sole	2021-05-04
2020-12-31	$411,295	2,715	+1.3%	Shares	Sole	2021-02-01
2020-09-30	$362,898	2,680	+7.4%	Shares	Sole	2020-11-03
2020-06-30	$341,178	2,496	0.0%	Shares	Sole	2020-07-30
2020-03-31	$268,919	2,496	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.