Sowell Financial Services LLC
Position in IBB — iShares Biotechnology ETF
CIK 1633697
NORTH LITTLE ROCK, AR
Position in IBB
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$414,189
-$36,595 QoQ
Shares Held
2,453
-8.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $414,189 | 2,453 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $450,784 | 2,671 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $371,030 | 2,570 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $322,600 | 2,550 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $365,026 | 2,854 | Shares | Sole | 2025-04-17 | |
| 2023-03-31 | $403,754 | 3,126 | Shares | Sole | 2023-05-12 | |
| 2021-03-31 | $236,529 | 1,571 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $235,263 | 1,553 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $204,469 | 1,510 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $351,429 | 2,571 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $120,237 | 1,116 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||