Endowment Wealth Management, Inc.
EndowmentPosition in IBB — iShares Biotechnology ETF
CIK 1904477
APPLETON, WI
Position in IBB
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,351,306
+$157,596 QoQ
Shares Held
8,003
+13.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.94%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,351,306 | 8,003 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,193,710 | 7,073 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $846,730 | 5,865 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $580,048 | 4,585 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $449,568 | 3,515 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $297,736 | 2,252 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||