EPG Wealth Management LLC

Position in IBB — iShares Biotechnology ETF

CIK 1803058 ATLANTA, GA

Position in IBB

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$198,398

-$29,610 QoQ

Shares Held

1,175

-13.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$198,398	1,175	-13.0%	Shares	Sole	2026-05-07
2025-12-31	$228,008	1,351	0.0%	Shares	Sole	2026-01-28
2025-09-30	$195,043	1,351	-0.7%	Shares	Sole	2025-11-03
2025-06-30	$172,180	1,361	-5.4%	Shares	Sole	2025-08-05
2025-03-31	$183,920	1,438	-5.0%	Shares	Sole	2025-05-13
2024-12-31	$200,033	1,513	-4.3%	Shares	Sole	2025-02-14
2024-09-30	$230,193	1,581	—	Shares	Sole	2024-11-13
2024-06-30	$316,090	0	-100.0%	Shares	Sole	2024-08-13
2024-03-31	$329,190	2,399	0.0%	Shares	Sole	2024-05-14
2023-12-31	$325,904	2,399	-19.6%	Shares	Sole	2024-02-15
2023-09-30	$364,668	2,982	-82.7%	Shares	Sole	2023-11-13
2023-06-30	$2,183,204	17,196	-1.9%	Shares	Sole	2023-08-15
2023-03-31	$2,264,691	17,534	+0.7%	Shares	Sole	2023-05-15
2022-12-31	$2,285,365	17,407	+4.2%	Shares	Sole	2023-02-15
2022-09-30	$1,953,816	16,705	+809.9%	Shares	Sole	2022-11-15
2022-06-30	$215,968	1,836	-16.2%	Shares	Sole	2022-08-15
2022-03-31	$285,617	2,192	+23.6%	Shares	Sole	2022-05-10
2021-12-31	$270,747	1,774	+0.5%	Shares	Sole	2022-02-14
2021-09-30	$285,526	1,766	-6.8%	Shares	Sole	2021-11-15
2021-06-30	$309,953	1,894	-90.4%	Shares	Sole	2021-08-09
2021-03-31	$2,972,506	19,743	+3.3%	Shares	Sole	2021-05-10
2020-12-31	$2,895,125	19,111	+2.6%	Shares	Sole	2021-01-29
2020-09-30	$2,522,011	18,625	+12.0%	Shares	Sole	2020-11-02
2020-06-30	$2,273,974	16,636	+1237.3%	Shares	Sole	2020-08-06
2020-03-31	$134,027	1,244	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.