Keebeck Wealth Management

Position in IBB — iShares Biotechnology ETF

CIK 1803675 Chicago, IL

Position in IBB

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$204,454

+$653 QoQ

Shares Held

1,075

-10.9% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#240

of 294 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$204,454	1,075	-10.9%	Shares	Sole	2026-08-11
2026-03-31	$203,801	1,207	-56.6%	Shares	Sole	2026-05-14
2025-12-31	$469,518	2,782	-2.0%	Shares	Sole	2026-02-17
2025-09-30	$410,010	2,840	0.0%	Shares	Sole	2025-11-14
2025-06-30	$359,288	2,840	-21.9%	Shares	Sole	2025-08-14
2025-03-31	$465,300	3,638	-31.4%	Shares	Sole	2025-05-15
2024-12-31	$700,977	5,302	-15.9%	Shares	Sole	2025-02-14
2024-09-30	$917,571	6,302	-1.9%	Shares	Sole	2024-11-14
2024-06-30	$881,895	6,425	0.0%	Shares	Sole	2024-08-14
2024-03-31	$881,638	6,425	-1.9%	Shares	Sole	2024-05-14
2023-12-31	$889,681	6,549	-18.3%	Shares	Sole	2024-02-14
2023-09-30	$980,032	8,014	-53.9%	Shares	Sole	2023-11-14
2023-06-30	$2,209,230	17,401	0.0%	Shares	Sole	2023-08-14
2023-03-31	$2,247,513	17,401	-0.4%	Shares	Sole	2023-05-15
2022-12-31	$2,294,817	17,479	+0.3%	Shares	Sole	2023-02-14
2022-09-30	$2,037,677	17,422	-1.3%	Shares	Sole	2022-11-14
2022-06-30	$2,075,934	17,648	-16.2%	Shares	Sole	2022-08-15
2022-03-31	$2,742,684	21,049	-0.2%	Shares	Sole	2022-05-16
2021-12-31	$3,217,992	21,085	-0.3%	Shares	Other	2022-02-14
2021-09-30	$3,420,825	21,158	0.0%	Shares	Other	2021-11-16
2021-06-30	$3,462,506	21,158	+7.2%	Shares	Sole	2021-08-16
2021-03-31	$2,972,807	19,745	-17.6%	Shares	Sole	2021-05-13
2020-12-31	$3,630,003	23,962	0.0%	Shares	Sole	2021-02-16
2020-09-30	$3,244,694	23,962	-3.0%	Shares	Sole	2020-11-02
2020-06-30	$3,376,789	24,704	+16.3%	Shares	Sole	2020-08-06
2020-03-31	$2,288,289	21,239	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.