EverSource Wealth Advisors, LLC
Position in IBB — iShares Biotechnology ETF
CIK 1710537
BIRMINGHAM, AL
Position in IBB
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$350,194
+$4,723 QoQ
Shares Held
2,074
+1.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $350,194 | 2,074 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $345,471 | 2,047 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $295,525 | 2,047 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $351,950 | 2,782 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $362,212 | 2,832 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $376,005 | 2,844 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $600,308 | 4,123 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $634,415 | 4,622 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $472,722 | 3,445 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $531,173 | 3,910 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $568,281 | 4,647 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $640,767 | 5,047 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $691,264 | 5,352 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $338,596 | 2,579 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||