Prestige Wealth Management Group LLC
Position in IBB — iShares Biotechnology ETF
CIK 1772715
FLEMINGTON, NJ
Position in IBB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$30,240
+$3,393 QoQ
Shares Held
159
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#268
of 294 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBB Over Time
Shares Held
Position Value (USD)
All Filings in IBB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,240 | 159 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $26,847 | 159 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $26,834 | 159 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $22,954 | 159 | Shares | Sole | 2026-02-20 | |
| 2025-06-30 | $20,115 | 159 | Shares | Sole | 2026-02-20 | |
| 2025-03-31 | $20,336 | 159 | Shares | Sole | 2026-02-20 | |
| 2024-12-31 | $28,953 | 219 | Shares | Sole | 2026-02-20 | |
| 2024-09-30 | $31,886 | 219 | Shares | Sole | 2026-02-20 | |
| 2024-06-30 | $30,059 | 219 | Shares | Sole | 2026-02-20 | |
| 2024-03-31 | $30,051 | 219 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $29,751 | 219 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $26,781 | 219 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $27,804 | 219 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $28,802 | 223 | Shares | Sole | 2024-04-26 | |
| 2022-12-31 | $33,478 | 255 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $40,000 | 342 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $41,405 | 352 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,638,053 | 20,246 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,990,588 | 19,595 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,861,089 | 17,696 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,785,977 | 17,024 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,562,079 | 17,017 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,511,855 | 16,581 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $1,619,639 | 11,961 | Shares | Sole | 2020-10-26 | |
| No filing history on record for this holder in this stock. | ||||||