CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in IBB — iShares Biotechnology ETF
CIK 1766904
RICHMOND, VA
Position in IBB
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$1,049,232
+$50,959 QoQ
Shares Held
6,214
+5.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
7 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in IBB Over Time
Shares Held
Position Value (USD)
All Filings in IBB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,049,232 | 6,214 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $998,273 | 5,915 | Shares | Other | 2026-02-09 | |
| 2023-09-30 | $14,919 | 122 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $15,489 | 122 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $17,694 | 137 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $17,986 | 137 | Shares | Defined | 2023-02-14 | |
| 2020-09-30 | $14,624 | 108 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||