Wescott Financial Advisory Group, LLC
Position in IBB — iShares Biotechnology ETF
CIK 1864880
Philadelphia, PA
Position in IBB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$468,052
+$728 QoQ
Shares Held
2,772
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $468,052 | 2,772 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $467,324 | 2,769 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $399,760 | 2,769 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $350,306 | 2,769 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $354,155 | 2,769 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $366,089 | 2,769 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $440,148 | 3,023 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $414,936 | 3,023 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $414,816 | 3,023 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $410,674 | 3,023 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $369,560 | 3,022 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $383,673 | 3,022 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $390,321 | 3,022 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $396,758 | 3,022 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $353,453 | 3,022 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $353,948 | 3,009 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $392,072 | 3,009 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $451,449 | 2,958 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $478,249 | 2,958 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $473,766 | 2,895 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $435,871 | 2,895 | Shares | Sole | 2021-06-25 | |
| 2020-12-31 | $419,475 | 2,769 | Shares | Sole | 2021-06-25 | |
| No filing history on record for this holder in this stock. | ||||||