EVOKE WEALTH, LLC

Position in IBB — iShares Biotechnology ETF

CIK 1793432 Los Angeles, CA

Position in IBB

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$858,771

+$78,379 QoQ

Shares Held

5,086

+10.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$858,771	5,086	+10.0%	Shares	Sole	2026-05-15
2025-12-31	$780,392	4,624	+16.4%	Shares	Sole	2026-02-06
2025-09-30	$573,726	3,974	0.0%	Shares	Sole	2025-11-14
2025-06-30	$502,750	3,974	0.0%	Shares	Sole	2025-08-07
2025-03-31	$508,274	3,974	0.0%	Shares	Sole	2025-05-13
2024-12-31	$525,402	3,974	-32.7%	Shares	Sole	2025-02-10
2024-09-30	$860,204	5,908	+4.3%	Shares	Sole	2024-11-13
2024-03-31	$777,076	5,663	+20.8%	Shares	Sole	2024-05-15
2023-09-30	$573,050	4,686	-2.1%	Shares	Sole	2023-11-13
2023-06-30	$607,630	4,786	-2.7%	Shares	Sole	2023-08-09
2023-03-31	$635,596	4,921	-3.2%	Shares	Sole	2023-05-08
2022-12-31	$667,740	5,086	-18.5%	Shares	Sole	2023-02-10
2022-09-30	$729,830	6,240	+5.1%	Shares	Sole	2022-11-07
2022-06-30	$698,722	5,940	0.0%	Shares	Sole	2022-08-04
2022-03-31	$773,982	5,940	-2.6%	Shares	Sole	2022-05-10
2021-12-31	$930,829	6,099	-4.5%	Shares	Sole	2022-02-09
2021-09-30	$1,032,488	6,386	0.0%	Shares	Sole	2021-11-12
2021-06-30	$1,045,068	6,386	+22.5%	Shares	Sole	2021-08-05
2021-03-31	$784,718	5,212	+493.6%	Shares	Sole	2021-05-13
2020-12-31	$133,008	878	0.0%	Shares	Sole	2021-02-12
2020-09-30	$118,889	878	0.0%	Shares	Sole	2020-11-13
2020-06-30	$120,013	878	+17.9%	Shares	Sole	2020-08-10
2020-03-31	$80,266	745	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.