Evolution Wealth Advisors, LLC

Position in IBB — iShares Biotechnology ETF

CIK 1763121 AVENTURA, FL

Position in IBB

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$855,562

+$405 QoQ

Shares Held

5,067

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 22% Shared 0% None 78%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$855,562	5,067	0.0%	Shares	Sole	2026-05-08
2025-12-31	$855,157	5,067	-4.7%	Shares	Sole	2026-01-12
2025-09-30	$767,615	5,317	-5.4%	Shares	Sole	2025-10-28
2025-06-30	$711,239	5,622	-2.3%	Shares	Sole	2025-08-08
2025-03-31	$735,808	5,753	-75.7%	Shares	Sole	2025-05-09
2024-12-31	$3,131,790	23,688	+5.1%	Shares	Sole	2025-01-17
2024-09-30	$3,280,659	22,532	+3.3%	Shares	Sole	2024-11-06
2024-06-30	$2,995,287	21,822	+8.0%	Shares	Sole	2024-07-18
2024-03-31	$2,771,432	20,197	-4.1%	Shares	Sole	2024-04-19
2023-12-31	$2,860,729	21,058	-0.5%	Shares	Sole	2024-01-31
2023-09-30	$2,588,023	21,163	-0.1%	Shares	Sole	2023-11-07
2023-06-30	$2,689,393	21,183	+0.2%	Shares	Sole	2023-07-17
2023-03-31	$2,730,571	21,141	-0.3%	Shares	Sole	2023-05-02
2022-12-31	$2,784,792	21,211	+1.4%	Shares	Sole	2023-02-07
2022-09-30	$2,445,633	20,910	+6.9%	Shares	Sole	2022-11-02
2022-06-30	$2,301,430	19,565	+412.2%	Shares	Sole	2022-08-02
2021-12-31	$583,008	3,820	+291.8%	Shares	Sole	2022-01-28
2021-09-30	$157,638	975	+163.5%	Shares	Sole	2021-11-09
2021-06-30	$60,550	370	0.0%	Shares	Sole	2021-07-22
2021-03-31	$55,707	370	0.0%	Shares	Sole	2021-04-20
2020-12-31	$56,051	370	0.0%	Shares	Sole	2021-02-02
2020-09-30	$50,101	370	+34.5%	Shares	Sole	2020-10-15
2020-03-31	$29,628	275	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.