NewEdge Advisors, LLC

Position in IBB — iShares Biotechnology ETF

CIK 1633516 NEW ORLEANS, LA

Position in IBB

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$3,731,908

+$1,160,191 QoQ

Shares Held

19,622

+28.8% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#71

of 294 holders

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
2026-06-30	$3,731,908	19,622	+28.8%	Shares	Sole	2026-08-12
2025-12-31	$2,571,717	15,238	+7.1%	Shares	Sole	2026-02-18
2025-09-30	$2,054,385	14,230	-1.8%	Shares	Sole	2025-11-17
2025-06-30	$1,832,370	14,484	-3.3%	Shares	Sole	2025-08-14
2025-03-31	$1,916,453	14,984	+8.7%	Shares	Sole	2025-05-15
2024-12-31	$1,823,043	13,789	+15.9%	Shares	Sole	2025-02-13
2024-09-30	$1,732,057	11,896	+2.3%	Shares	Sole	2024-11-14
2024-06-30	$1,596,745	11,633	+20.1%	Shares	Sole	2024-08-16
2024-03-31	$1,329,524	9,689	-0.2%	Shares	Sole	2024-05-14
2023-12-31	$1,319,511	9,713	-18.7%	Shares	Sole	2024-02-13
2023-09-30	$1,460,387	11,942	-5.7%	Shares	Sole	2023-11-14
2023-06-30	$1,607,313	12,660	-25.3%	Shares	Sole	2023-08-14
2023-03-31	$2,187,582	16,937	-21.6%	Shares	Sole	2023-05-12
2022-12-31	$2,837,964	21,616	+36.2%	Shares	Sole	2023-02-14
2022-09-30	$1,856,038	15,869	-51.2%	Shares	Sole	2022-11-14
2022-06-30	$3,823,327	32,503	+135.9%	Shares	Sole	2022-08-09
2022-03-31	$1,795,143	13,777	+11.7%	Shares	Sole	2022-05-13
2021-12-31	$1,882,109	12,332	+0.0%	Shares	Sole	2022-02-17
2021-09-30	$1,993,028	12,327	+117.5%	Shares	Sole	2021-10-29
2021-06-30	$927,568	5,668	-0.2%	Shares	Sole	2021-07-22
2021-03-31	$854,879	5,678	-3.9%	Shares	Sole	2021-04-26
2020-12-31	$895,154	5,909	+3.0%	Shares	Sole	2021-01-27
2020-09-30	$776,576	5,735	+11.2%	Shares	Sole	2020-11-03
2020-06-30	$704,910	5,157	+63.0%	Shares	Sole	2020-07-29
2020-03-31	$340,781	3,163	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.