Strategic Family Wealth Counselors, L.L.C.
Position in IBB — iShares Biotechnology ETF
CIK 1729755
FAIRFIELD, NJ
Position in IBB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$221,190
-$6,729 QoQ
Shares Held
1,163
-33.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#237
of 294 holders
Holding Since
Mar 2020
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,190 | 1,163 | Shares | Sole | 2026-08-14 | |
| 2022-12-31 | $227,919 | 1,736 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $203,042 | 1,736 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $204,205 | 1,736 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $259,687 | 1,993 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $327,369 | 2,145 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $356,827 | 2,207 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $238,438 | 1,457 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $329,876 | 2,191 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $331,914 | 2,191 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $296,683 | 2,191 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $311,653 | 2,280 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $245,323 | 2,277 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||