U.S. Capital Wealth Advisors, LLC
Position in IBB — iShares Biotechnology ETF
CIK 1808915
AUSTIN, TX
Position in IBB
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$331,283
+$21,591 QoQ
Shares Held
1,962
+6.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $331,283 | 1,962 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $309,692 | 1,835 | Shares | Sole | 2026-01-23 | |
| 2024-12-31 | $237,449 | 1,796 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $211,411 | 1,452 | Shares | Sole | 2024-10-22 | |
| 2024-03-31 | $228,334 | 1,664 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $317,753 | 2,339 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $400,010 | 3,271 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $501,618 | 3,951 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $845,093 | 6,543 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $914,960 | 6,969 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $300,587 | 2,570 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $311,013 | 2,644 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $673,781 | 5,171 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $486,247 | 3,186 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $505,896 | 3,129 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||