GREAT VALLEY ADVISOR GROUP, INC.

Position in IBB — iShares Biotechnology ETF

CIK 1769897 WILMINGTON, DE

Position in IBB

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$566,660

+$197,898 QoQ

Shares Held

3,356

+53.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 3% Shared 0% None 97%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$566,660	3,356	+53.6%	Shares	Sole	2026-05-11
2025-12-31	$368,762	2,185	-36.0%	Shares	Sole	2026-02-12
2025-09-30	$492,734	3,413	-9.3%	Shares	Sole	2025-11-14
2025-06-30	$475,930	3,762	-33.7%	Shares	Sole	2025-08-14
2025-03-31	$726,215	5,678	+0.5%	Shares	Sole	2025-05-08
2024-12-31	$747,118	5,651	-12.9%	Shares	Sole	2025-02-24
2024-09-30	$944,652	6,488	-0.0%	Shares	Sole	2024-11-12
2024-06-30	$890,817	6,490	-50.5%	Shares	Sole	2024-07-16
2024-03-31	$1,799,091	13,111	+370.6%	Shares	Sole	2024-05-06
2023-12-31	$378,478	2,786	+14.1%	Shares	Sole	2024-02-06
2023-09-30	$298,632	2,442	-28.3%	Shares	Sole	2023-11-07
2023-06-30	$432,298	3,405	-10.8%	Shares	Sole	2023-08-10
2023-03-31	$492,874	3,816	-0.7%	Shares	Sole	2023-05-03
2022-12-31	$504,678	3,844	+5.9%	Shares	Sole	2023-02-01
2022-09-30	$424,564	3,630	-7.7%	Shares	Sole	2022-10-21
2022-06-30	$462,521	3,932	+140.9%	Shares	Sole	2022-07-19
2022-03-31	$212,649	1,632	-8.8%	Shares	Sole	2022-04-20
2021-12-31	$273,189	1,790	-44.1%	Shares	Sole	2022-02-10
2021-09-30	$517,537	3,201	-7.5%	Shares	Sole	2021-10-14
2021-06-30	$566,229	3,460	+20.9%	Shares	Sole	2021-07-27
2021-03-31	$430,902	2,862	-1.1%	Shares	Sole	2021-04-20
2020-12-31	$438,412	2,894	+9.2%	Shares	Sole	2021-01-29
2020-09-30	$358,971	2,651	-0.3%	Shares	Sole	2020-10-21
2020-06-30	$363,322	2,658	+35.8%	Shares	Sole	2020-07-31
2020-03-31	$210,847	1,957	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.