Avior Wealth Management, LLC

Position in IBB — iShares Biotechnology ETF

CIK 1599868 OMAHA, NE

Position in IBB

as of Mar 31, 2026 · filed Apr 9, 2026 Compact

Position Value

$1,639,026

+$367,007 QoQ

Shares Held

9,707

+28.8% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.15%

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	$1,639,026	9,707	+28.8%	Shares	Sole	2026-04-09
2025-12-31	$1,272,019	7,537	+7.6%	Shares	Sole	2026-01-06
2025-09-30	$1,011,600	7,007	+1.1%	Shares	Sole	2025-11-14
2025-06-30	$876,840	6,931	-8.5%	Shares	Sole	2025-07-17
2025-03-31	$969,226	7,578	+2.6%	Shares	Sole	2025-04-21
2024-12-31	$976,503	7,386	+128.7%	Shares	Sole	2025-01-17
2024-09-30	$470,142	3,229	+438.2%	Shares	Sole	2024-11-08
2024-06-30	$82,356	600	-18.4%	Shares	Sole	2024-08-13
2024-03-31	$100,856	735	+380.4%	Shares	Sole	2024-04-30
2023-12-31	$20,785	153	+0.7%	Shares	Sole	2024-01-30
2023-09-30	$18,588	152	0.0%	Shares	Sole	2023-10-17
2023-06-30	$19,297	152	-33.3%	Shares	Sole	2023-07-19
2023-03-31	$29,448	228	0.0%	Shares	Sole	2023-05-10
2022-12-31	$29,934	228	0.0%	Shares	Sole	2023-02-14
2022-09-30	$26,666	228	0.0%	Shares	Sole	2022-10-26
2022-06-30	$26,819	228	-18.0%	Shares	Sole	2022-08-10
2022-03-31	$36,223	278	-55.5%	Shares	Sole	2022-05-13
2021-12-31	$95,387	625	-15.2%	Shares	Sole	2022-02-14
2021-09-30	$119,158	737	-3.0%	Shares	Sole	2021-11-02
2021-06-30	$124,374	760	-13.5%	Shares	Sole	2021-07-27
2021-03-31	$132,342	879	-4.9%	Shares	Sole	2021-05-11
2020-12-31	$139,976	924	0.0%	Shares	Sole	2021-02-09
2020-09-30	$125,118	924	0.0%	Shares	Sole	2020-10-20
2020-06-30	$126,301	924	0.0%	Shares	Sole	2020-07-02
2020-03-31	$99,551	924	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.