Position in IBB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$741,169
+$502,698 QoQ
Shares Held
3,897
+175.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#156
of 294 holders
Holding Since
Sep 2024
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $741,169 | 3,897 | Shares | Other | 2026-08-13 | |
| 2025-12-31 | $238,471 | 1,413 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $265,640 | 1,840 | Shares | Other | 2025-11-13 | |
| 2024-09-30 | $392,536 | 2,696 | Shares | Other | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||