FRG Family Wealth Advisors LLC

Position in IBB — iShares Biotechnology ETF

CIK 1893327 BELLEVUE, WA

Position in IBB

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$3,390,339

-$231,296 QoQ

Shares Held

20,079

-6.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.78%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 97% Shared 0% None 3%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,390,339	20,079	-6.4%	Shares	Sole	2026-04-24
2025-12-31	$3,621,635	21,459	-13.5%	Shares	Sole	2026-01-21
2025-09-30	$3,579,942	24,797	-27.9%	Shares	Sole	2025-11-13
2025-06-30	$4,348,275	34,371	0.0%	Shares	Sole	2025-08-04
2025-03-31	$4,396,050	34,371	-6.5%	Shares	Sole	2025-05-15
2024-12-31	$4,859,378	36,755	-0.4%	Shares	Sole	2025-02-13
2024-09-30	$5,371,912	36,895	-0.5%	Shares	Sole	2024-11-18
2024-06-30	$5,091,659	37,095	-1.4%	Shares	Sole	2024-08-07
2024-03-31	$5,160,158	37,605	-1.0%	Shares	Sole	2024-05-15
2023-12-31	$5,159,583	37,980	-2.6%	Shares	Sole	2024-01-09
2023-09-30	$4,768,698	38,995	-1.0%	Shares	Sole	2023-10-11
2023-06-30	$4,998,415	39,370	-3.2%	Shares	Sole	2023-07-13
2023-03-31	$5,255,132	40,687	0.0%	Shares	Sole	2023-04-18
2022-12-31	$5,341,796	40,687	-15.6%	Shares	Sole	2023-01-25
2022-09-30	$5,637,822	48,203	-0.6%	Shares	Sole	2022-10-12
2022-06-30	$5,703,643	48,488	-0.3%	Shares	Sole	2022-07-11
2022-03-31	$6,340,137	48,658	-3.5%	Shares	Sole	2022-05-06
2021-12-31	$7,699,373	50,448	-10.6%	Shares	Sole	2022-02-09
2021-09-30	$9,125,219	56,440	-3.3%	Shares	Sole	2022-03-02
2021-06-30	$9,550,123	58,357	+1.8%	Shares	Sole	2022-03-02
2021-03-31	$8,632,658	57,337	+4.2%	Shares	Sole	2022-03-02
2020-12-31	$8,336,797	55,032	+13.0%	Shares	Sole	2022-03-02
2020-09-30	$6,593,789	48,695	-0.3%	Shares	Sole	2022-03-02
2020-06-30	$6,675,256	48,835	-0.9%	Shares	Sole	2022-03-02
2020-03-31	$5,309,642	49,282	—	Shares	Sole	2022-03-02
No filing history on record for this holder in this stock.