Heritage Wealth Advisors

Position in IBB — iShares Biotechnology ETF

CIK 1591122 RICHMOND, VA

Position in IBB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$332,832

+$37,345 QoQ

Shares Held

1,750

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#189

of 294 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$332,832	1,750	0.0%	Shares	Sole	2026-08-14
2026-03-31	$295,487	1,750	0.0%	Shares	Sole	2026-05-14
2025-12-31	$295,347	1,750	0.0%	Shares	Sole	2026-02-13
2025-09-30	$252,647	1,750	0.0%	Shares	Sole	2025-11-13
2025-06-30	$221,392	1,750	0.0%	Shares	Sole	2025-08-11
2025-03-31	$223,825	1,750	0.0%	Shares	Sole	2025-05-08
2024-12-31	$231,367	1,750	0.0%	Shares	Sole	2025-02-12
2024-09-30	$254,800	1,750	0.0%	Shares	Sole	2024-11-12
2024-06-30	$240,205	1,750	0.0%	Shares	Sole	2024-12-12
2024-03-31	$240,135	1,750	0.0%	Shares	Sole	2024-12-12
2023-12-31	$237,737	1,750	0.0%	Shares	Sole	2024-12-12
2023-09-30	$214,007	1,750	0.0%	Shares	Sole	2024-12-12
2023-06-30	$222,180	1,750	0.0%	Shares	Sole	2024-12-12
2023-03-31	$226,030	1,750	0.0%	Shares	Sole	2023-05-04
2022-12-31	$229,757	1,750	0.0%	Shares	Sole	2024-12-12
2022-09-30	$204,680	1,750	0.0%	Shares	Sole	2024-12-12
2022-06-30	$205,852	1,750	0.0%	Shares	Sole	2022-08-04
2022-03-31	$228,025	1,750	0.0%	Shares	Sole	2022-05-11
2021-12-31	$267,085	1,750	0.0%	Shares	Sole	2022-03-28
2021-09-30	$282,940	1,750	0.0%	Shares	Sole	2021-11-02
2021-06-30	$286,387	1,750	0.0%	Shares	Sole	2021-08-09
2021-03-31	$263,480	1,750	0.0%	Shares	Sole	2021-04-27
2020-12-31	$265,107	1,750	0.0%	Shares	Sole	2021-02-01
2020-09-30	$236,967	1,750	0.0%	Shares	Sole	2020-11-03
2020-06-30	$239,207	1,750	0.0%	Shares	Sole	2020-07-17
2020-03-31	$188,545	1,750	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.