Steward Partners Investment Advisory, LLC
Position in IBB — iShares Biotechnology ETF
CIK 1723397
STAMFORD, CT
Position in IBB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,190,170
+$2,784,170 QoQ
Shares Held
48,321
+27.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#39
of 294 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,190,170 | 48,321 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,406,000 | 37,939 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,140,190 | 36,382 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,900,928 | 33,947 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,668,536 | 28,998 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,628,011 | 28,366 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,744,187 | 28,320 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,168,819 | 28,632 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,566,014 | 25,980 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,828,300 | 27,899 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,828,117 | 28,179 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,627,977 | 29,667 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,824,035 | 30,120 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,845,997 | 29,777 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,881,457 | 29,564 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,425,173 | 29,285 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,274,556 | 36,339 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $5,321,712 | 40,842 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $7,954,554 | 52,120 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $8,193,942 | 50,680 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,106,075 | 49,533 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $8,783,519 | 58,339 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $10,082,113 | 66,553 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $8,875,313 | 65,544 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $8,260,450 | 60,432 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $4,219,098 | 39,160 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||