WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in IBB — iShares Biotechnology ETF
CIK 1632972
PLYMOUTH, MN
Position in IBB
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$4,996,609
-$1,538,840 QoQ
Shares Held
29,592
-23.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in IBB Over Time
Shares Held
Position Value (USD)
All Filings in IBB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,996,609 | 29,592 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $6,535,449 | 38,724 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $5,098,282 | 35,314 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,701,238 | 37,161 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $5,361,695 | 41,921 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $5,389,011 | 40,761 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $4,720,206 | 32,419 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $4,812,610 | 35,062 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $5,484,271 | 39,967 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $5,086,767 | 37,444 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $4,773,100 | 39,031 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||