Sequoia Financial Advisors, LLC

Position in IBB — iShares Biotechnology ETF

CIK 1599900 Akron, OH

Position in IBB

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$522,084

-$61,691 QoQ

Shares Held

3,092

-10.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.01%

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	$522,084	3,092	-10.6%	Shares	Sole	2026-04-30
2025-12-31	$583,775	3,459	+3.6%	Shares	Sole	2026-02-03
2025-09-30	$482,195	3,340	0.0%	Shares	Sole	2025-10-29
2025-06-30	$422,543	3,340	-9.3%	Shares	Sole	2025-07-25
2025-03-31	$471,183	3,684	+14.9%	Shares	Sole	2025-04-23
2024-12-31	$423,733	3,205	+22.9%	Shares	Sole	2025-08-08
2024-09-30	$379,724	2,608	+8.3%	Shares	Sole	2024-10-21
2024-06-30	$330,659	2,409	0.0%	Shares	Sole	2024-07-15
2024-03-31	$330,562	2,409	+16.9%	Shares	Sole	2024-04-30
2023-12-31	$279,851	2,060	-29.9%	Shares	Sole	2024-01-26
2023-09-30	$359,165	2,937	-3.7%	Shares	Sole	2023-11-08
2023-06-30	$387,228	3,050	-22.2%	Shares	Sole	2023-08-08
2023-03-31	$506,307	3,920	+32.7%	Shares	Sole	2023-04-25
2022-12-31	$387,830	2,954	-3.0%	Shares	Sole	2023-02-10
2022-09-30	$356,260	3,046	-45.7%	Shares	Sole	2022-10-26
2022-06-30	$659,433	5,606	-0.6%	Shares	Sole	2022-07-22
2022-03-31	$734,631	5,638	-51.4%	Shares	Sole	2022-05-13
2021-12-31	$1,769,781	11,596	+803.8%	Shares	Sole	2022-02-22
2021-09-30	$207,435	1,283	-87.7%	Shares	Sole	2021-10-26
2021-06-30	$1,705,396	10,421	+10.1%	Shares	Sole	2021-07-27
2021-03-31	$1,425,351	9,467	+23.2%	Shares	Sole	2021-05-14
2020-12-31	$1,164,049	7,684	+63.3%	Shares	Sole	2021-02-12
2020-09-30	$637,239	4,706	+158.0%	Shares	Sole	2020-10-23
2020-06-30	$249,322	1,824	—	Shares	Sole	2020-08-25
No filing history on record for this holder in this stock.