BRANDYWINE OAK PRIVATE WEALTH LLC

Position in IBB — iShares Biotechnology ETF

CIK 1764694 Kennett Square, PA

Position in IBB

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$468,558

-$21,550 QoQ

Shares Held

2,775

-4.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$468,558	2,775	-4.4%	Shares	Sole	2026-04-20
2025-12-31	$490,108	2,904	-2.2%	Shares	Sole	2026-02-03
2025-09-30	$428,634	2,969	-4.7%	Shares	Sole	2025-10-30
2025-06-30	$393,952	3,114	-7.1%	Shares	Sole	2025-07-24
2025-03-31	$428,592	3,351	-2.2%	Shares	Sole	2025-05-07
2024-12-31	$452,951	3,426	-4.0%	Shares	Sole	2025-01-27
2024-09-30	$519,646	3,569	-0.7%	Shares	Sole	2024-11-07
2024-06-30	$493,449	3,595	-10.3%	Shares	Sole	2024-07-30
2024-03-31	$549,840	4,007	-3.4%	Shares	Sole	2024-05-07
2023-12-31	$563,777	4,150	-19.7%	Shares	Sole	2024-02-05
2023-09-30	$631,750	5,166	-6.4%	Shares	Sole	2023-11-14
2023-06-30	$700,438	5,517	-9.5%	Shares	Sole	2023-08-11
2023-03-31	$787,488	6,097	-1.9%	Shares	Sole	2023-05-10
2022-12-31	$816,098	6,216	-19.0%	Shares	Sole	2023-02-06
2022-09-30	$897,551	7,674	-21.3%	Shares	Sole	2022-11-14
2022-06-30	$1,147,010	9,751	-7.8%	Shares	Sole	2022-07-22
2022-03-31	$1,378,443	10,579	-2.8%	Shares	Sole	2022-05-02
2021-12-31	$1,661,726	10,888	-0.7%	Shares	Sole	2022-02-07
2021-09-30	$1,773,306	10,968	-0.2%	Shares	Sole	2021-10-18
2021-06-30	$1,798,840	10,992	+6.6%	Shares	Sole	2021-08-09
2021-03-31	$1,552,273	10,310	-1.0%	Shares	Sole	2021-05-06
2020-12-31	$1,577,313	10,412	-7.3%	Shares	Sole	2021-02-08
2020-09-30	$1,520,654	11,230	+7.5%	Shares	Sole	2020-10-16
2020-06-30	$1,428,410	10,450	+31.8%	Shares	Sole	2020-08-06
2020-03-31	$854,485	7,931	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.