Connecticut Wealth Management, LLC
Position in IBB — iShares Biotechnology ETF
CIK 1689829
FARMINGTON, CT
Position in IBB
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$492,535
+$86,981 QoQ
Shares Held
2,917
+21.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBB Over Time
Shares Held
Position Value (USD)
All Filings in IBB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $492,535 | 2,917 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $405,554 | 2,403 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $346,776 | 2,402 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,095,450 | 8,659 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,107,486 | 8,659 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,147,053 | 8,676 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,266,137 | 8,696 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,193,612 | 8,696 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,237,038 | 9,015 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,144,536 | 8,425 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,121,766 | 9,173 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,072,812 | 8,450 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,111,680 | 8,607 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,103,361 | 8,404 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $982,931 | 8,404 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $988,444 | 8,403 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,094,910 | 8,403 | Shares | Sole | 2022-04-18 | |
| 2020-03-31 | $253,727 | 2,355 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||