Joel Isaacson & Co., LLC

Position in IBB — iShares Biotechnology ETF

CIK 1599330 NEW YORK, NY

Position in IBB

as of Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$472,104

+$224 QoQ

Shares Held

2,796

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$472,104	2,796	0.0%	Shares	Sole	2026-04-23
2025-12-31	$471,880	2,796	+0.0%	Shares	Sole	2026-01-30
2025-09-30	$403,514	2,795	0.0%	Shares	Sole	2025-10-30
2025-06-30	$353,595	2,795	0.0%	Shares	Sole	2025-07-23
2025-03-31	$357,480	2,795	+0.0%	Shares	Sole	2025-04-25
2024-12-31	$369,394	2,794	0.0%	Shares	Sole	2025-01-28
2024-09-30	$406,806	2,794	+2.2%	Shares	Sole	2024-10-23
2024-06-30	$375,406	2,735	0.0%	Shares	Sole	2024-07-24
2024-03-31	$375,296	2,735	0.0%	Shares	Sole	2024-04-30
2023-12-31	$371,549	2,735	-3.5%	Shares	Sole	2024-02-12
2023-09-30	$346,447	2,833	0.0%	Shares	Sole	2023-10-24
2023-06-30	$359,677	2,833	0.0%	Shares	Sole	2023-07-27
2023-03-31	$365,910	2,833	0.0%	Shares	Sole	2023-04-25
2022-12-31	$371,944	2,833	-12.3%	Shares	Sole	2023-01-27
2022-09-30	$378,014	3,232	-4.4%	Shares	Sole	2022-10-14
2022-06-30	$397,824	3,382	0.0%	Shares	Sole	2022-07-15
2022-03-31	$440,674	3,382	-14.5%	Shares	Sole	2022-04-21
2021-12-31	$603,764	3,956	0.0%	Shares	Sole	2022-01-19
2021-09-30	$639,606	3,956	-11.2%	Shares	Sole	2021-10-21
2021-06-30	$729,224	4,456	+2.3%	Shares	Sole	2021-07-20
2021-03-31	$655,688	4,355	+7.4%	Shares	Sole	2021-04-23
2020-12-31	$614,291	4,055	0.0%	Shares	Sole	2021-01-22
2020-09-30	$549,087	4,055	+61.9%	Shares	Sole	2020-10-14
2020-06-30	$342,408	2,505	—	Shares	Sole	2020-07-21
No filing history on record for this holder in this stock.