Dynamic Wealth Strategies, LLC
Position in IBB — iShares Biotechnology ETF
CIK 1812853
GRANITE BAY, CA
Position in IBB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$71,254
+$34 QoQ
Shares Held
422
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $71,254 | 422 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $71,220 | 422 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $52,261 | 362 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $45,796 | 362 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $46,299 | 362 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $52,707 | 362 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $49,688 | 362 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $6,723 | 49 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,656 | 49 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||