KESTRA PRIVATE WEALTH SERVICES, LLC

Position in IBB — iShares Biotechnology ETF

CIK 1649451 AUSTIN, TX

Position in IBB

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$1,211,667

+$104,368 QoQ

Shares Held

7,176

+9.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,211,667	7,176	+9.4%	Shares	Sole	2026-04-20
2025-12-31	$1,107,299	6,561	+5.6%	Shares	Sole	2026-01-29
2025-09-30	$896,826	6,212	-8.8%	Shares	Sole	2025-11-17
2025-06-30	$861,786	6,812	+4.3%	Shares	Sole	2025-08-07
2025-03-31	$835,698	6,534	+2.7%	Shares	Sole	2025-05-05
2024-12-31	$841,516	6,365	+25.3%	Shares	Sole	2025-01-28
2024-09-30	$739,793	5,081	+12.2%	Shares	Sole	2024-11-13
2024-06-30	$621,650	4,529	-9.2%	Shares	Sole	2024-08-12
2024-03-31	$684,727	4,990	-8.3%	Shares	Sole	2024-05-02
2023-12-31	$739,159	5,441	-20.1%	Shares	Sole	2024-02-05
2023-09-30	$833,161	6,813	-16.8%	Shares	Sole	2023-11-08
2023-06-30	$1,039,294	8,186	-0.7%	Shares	Sole	2023-08-08
2023-03-31	$1,065,053	8,246	+2.6%	Shares	Sole	2023-05-12
2022-12-31	$1,055,309	8,038	+36.9%	Shares	Sole	2023-02-01
2022-09-30	$686,789	5,872	+2.3%	Shares	Sole	2022-11-14
2022-06-30	$674,960	5,738	-8.8%	Shares	Sole	2022-08-12
2022-03-31	$820,238	6,295	+4.6%	Shares	Sole	2022-07-21
2021-12-31	$918,161	6,016	-13.2%	Shares	Sole	2022-07-21
2021-09-30	$1,119,957	6,927	+15.3%	Shares	Sole	2022-07-26
2021-06-30	$983,045	6,007	+17.9%	Shares	Sole	2022-07-27
2021-03-31	$766,952	5,094	-13.1%	Shares	Sole	2022-07-27
2020-12-31	$888,337	5,864	-6.5%	Shares	Sole	2022-07-28
2020-09-30	$849,291	6,272	—	Shares	Sole	2022-07-28
No filing history on record for this holder in this stock.