Bogart Wealth, LLC

Position in IBB — iShares Biotechnology ETF

CIK 1715740 MCLEAN, VA

Position in IBB

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$44,238

+$21 QoQ

Shares Held

262

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.00%

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	$44,238	262	0.0%	Shares	Sole	2026-04-28
2025-12-31	$44,217	262	0.0%	Shares	Sole	2026-01-30
2025-09-30	$37,824	262	+0.4%	Shares	Sole	2025-10-27
2025-06-30	$33,019	261	-39.9%	Shares	Sole	2025-07-30
2025-03-31	$55,508	434	0.0%	Shares	Sole	2025-05-02
2024-12-31	$57,379	434	+66.3%	Shares	Sole	2025-01-30
2024-09-30	$38,001	261	-17.4%	Shares	Sole	2024-10-23
2024-06-30	$43,374	316	-40.5%	Shares	Sole	2024-07-31
2024-03-31	$72,863	531	+11.6%	Shares	Sole	2024-04-25
2023-12-31	$64,664	476	-16.8%	Shares	Sole	2024-02-07
2023-09-30	$69,949	572	-96.1%	Shares	Sole	2023-10-30
2023-06-30	$1,876,595	14,781	+7.2%	Shares	Sole	2023-07-31
2023-03-31	$1,781,503	13,793	+3.8%	Shares	Sole	2023-04-21
2022-12-31	$1,744,712	13,289	+111.1%	Shares	Sole	2023-02-06
2022-09-30	$736,380	6,296	+3032.3%	Shares	Sole	2022-11-03
2022-06-30	$23,643	201	0.0%	Shares	Sole	2022-07-22
2022-03-31	$26,190	201	-36.2%	Shares	Sole	2022-04-22
2021-12-31	$48,075	315	+31.2%	Shares	Sole	2022-01-19
2021-09-30	$38,803	240	+19.4%	Shares	Sole	2021-10-15
2021-06-30	$32,893	201	0.0%	Shares	Sole	2021-08-06
2021-03-31	$30,262	201	0.0%	Shares	Sole	2021-04-16
2020-12-31	$30,449	201	0.0%	Shares	Sole	2021-01-14
2020-09-30	$27,217	201	0.0%	Shares	Sole	2020-10-06
2020-06-30	$27,474	201	0.0%	Shares	Sole	2020-07-08
2020-03-31	$21,655	201	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.