Marotta Asset Management
Position in IBB — iShares Biotechnology ETF
CIK 1802091
CHARLOTTESVILLE, VA
Position in IBB
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$447,283
-$10,590 QoQ
Shares Held
2,649
-2.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $447,283 | 2,649 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $457,873 | 2,713 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $454,476 | 3,148 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $398,253 | 3,148 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $402,629 | 3,148 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $416,197 | 3,148 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $458,348 | 3,148 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $432,094 | 3,148 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $431,968 | 3,148 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $427,655 | 3,148 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $384,968 | 3,148 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $401,701 | 3,164 | Shares | Sole | 2023-07-05 | |
| 2022-12-31 | $415,401 | 3,164 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $370,061 | 3,164 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $372,181 | 3,164 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $425,299 | 3,264 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $498,151 | 3,264 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $527,723 | 3,264 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $538,899 | 3,293 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $495,794 | 3,293 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $498,856 | 3,293 | Shares | Sole | 2021-01-07 | |
| 2020-09-30 | $434,936 | 3,212 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $439,048 | 3,212 | Shares | Sole | 2020-07-06 | |
| 2020-03-31 | $346,060 | 3,212 | Shares | Sole | 2020-04-02 | |
| No filing history on record for this holder in this stock. | ||||||