Financial Gravity Asset Management, Inc.
Position in IBB — iShares Biotechnology ETF
CIK 1741736
Lakeway, TX
Position in IBB
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$39,004
+$187 QoQ
Shares Held
231
+0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,004 | 231 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $38,817 | 230 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $33,205 | 230 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $30,184 | 236 | Shares | Sole | 2025-04-30 | |
| 2024-03-31 | $960 | 7 | Shares | Sole | 2024-06-26 | |
| 2023-12-31 | $11 | 0 | Shares | Sole | 2024-06-26 | |
| 2023-09-30 | $10 | 0 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $16,123 | 127 | Shares | Sole | 2023-08-09 | |
| 2022-12-31 | $17,198 | 131 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $218,944 | 1,872 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $249,840 | 2,124 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $304,902 | 2,340 | Shares | Sole | 2022-05-13 | |
| 2020-03-31 | $97,396 | 904 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||