Strategic Wealth Partners, Ltd.
Position in IBB — iShares Biotechnology ETF
CIK 1720777
INDEPENDENCE, OH
Position in IBB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$116,586
+$13,081 QoQ
Shares Held
613
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#247
of 294 holders
Holding Since
Sep 2022
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $116,586 | 613 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $103,505 | 613 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $103,456 | 613 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $88,498 | 613 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $153,962 | 1,217 | Shares | Sole | 2025-08-11 | |
| 2023-06-30 | $4,305,848 | 33,915 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $7,775,302 | 60,199 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $6,670,188 | 50,805 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $4,662,025 | 39,860 | Shares | Sole | 2023-04-24 | |
| No filing history on record for this holder in this stock. | ||||||