Joseph P. Lucia & Associates, LLC
Position in IBB — iShares Biotechnology ETF
CIK 1775391
Yorktown Heights, NY
Position in IBB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$464,337
-$9,400 QoQ
Shares Held
2,750
-2.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in IBB Over Time
Shares Held
Position Value (USD)
All Filings in IBB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $464,337 | 2,750 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $473,737 | 2,807 | Shares | Sole | 2026-01-28 | |
| 2023-09-30 | $239,688 | 1,960 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $272,329 | 2,145 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $299,005 | 2,315 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $330,850 | 2,520 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $303,511 | 2,595 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $298,074 | 2,534 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $423,865 | 3,253 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $525,470 | 3,443 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $644,618 | 3,987 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $742,316 | 4,536 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $736,388 | 4,891 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $759,873 | 5,016 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $701,965 | 5,184 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $310,012 | 2,268 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $214,833 | 1,994 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||