HCR Wealth Advisors

Position in IBB — iShares Biotechnology ETF

CIK 1697715 LOS ANGELES, CA

Position in IBB

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$457,921

+$217 QoQ

Shares Held

2,712

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$457,921	2,712	0.0%	Shares	Sole	2026-04-21
2025-12-31	$457,704	2,712	+0.1%	Shares	Sole	2026-01-27
2025-09-30	$391,098	2,709	-9.7%	Shares	Sole	2025-10-03
2025-06-30	$379,403	2,999	-2.0%	Shares	Sole	2025-07-17
2025-03-31	$391,501	3,061	0.0%	Shares	Sole	2025-04-21
2024-12-31	$404,694	3,061	-71.4%	Shares	Sole	2025-01-14
2024-09-30	$1,558,793	10,706	-20.4%	Shares	Sole	2024-10-10
2024-06-30	$1,846,558	13,453	+0.6%	Shares	Sole	2024-08-07
2024-03-31	$1,834,631	13,370	-5.1%	Shares	Sole	2024-05-10
2023-12-31	$1,914,669	14,094	-5.4%	Shares	Sole	2024-02-09
2023-09-30	$1,821,754	14,897	-26.5%	Shares	Sole	2023-10-20
2023-06-30	$2,573,987	20,274	+258.8%	Shares	Sole	2023-08-10
2023-03-31	$729,754	5,650	-3.4%	Shares	Sole	2023-05-12
2022-12-31	$768,046	5,850	-2.2%	Shares	Sole	2023-02-13
2022-09-30	$699,771	5,983	-8.7%	Shares	Sole	2022-11-07
2022-06-30	$770,829	6,553	-27.9%	Shares	Sole	2022-08-12
2022-03-31	$1,184,166	9,088	-76.4%	Shares	Sole	2022-05-05
2021-12-31	$5,878,006	38,514	+0.7%	Shares	Sole	2022-02-04
2021-09-30	$6,181,996	38,236	+0.5%	Shares	Sole	2021-11-02
2021-06-30	$6,227,700	38,055	+2.2%	Shares	Sole	2021-07-21
2021-03-31	$5,607,456	37,244	-1.5%	Shares	Sole	2021-05-13
2020-12-31	$5,726,927	37,804	+5.7%	Shares	Sole	2021-02-04
2020-09-30	$4,842,667	35,763	+1153.1%	Shares	Sole	2020-11-05
2020-06-30	$390,113	2,854	+152.6%	Shares	Sole	2020-07-30
2020-03-31	$121,746	1,130	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.