CBIZ Investment Advisory Services, LLC
Position in IBB — iShares Biotechnology ETF
CIK 1795934
INDEPENDENCE, OH
Position in IBB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$21,681
+$2,433 QoQ
Shares Held
114
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#272
of 294 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,681 | 114 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $19,248 | 114 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $19,239 | 114 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $16,313 | 113 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $14,295 | 113 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $14,452 | 113 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $14,939 | 113 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $16,452 | 113 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $110,357 | 804 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $110,324 | 804 | Shares | Sole | 2024-05-13 | |
| 2021-09-30 | $130,960 | 810 | Principal | Sole | 2021-11-12 | |
| 2021-06-30 | $132,556 | 810 | Principal | Sole | 2021-08-16 | |
| 2021-03-31 | $121,953 | 810 | Principal | Sole | 2021-05-17 | |
| 2020-12-31 | $122,706 | 810 | Principal | Sole | 2021-02-16 | |
| 2020-09-30 | $109,682 | 810 | Principal | Sole | 2020-11-13 | |
| 2020-06-30 | $110,718 | 810 | Principal | Sole | 2020-08-14 | |
| 2020-03-31 | $87,269 | 810 | Principal | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||