Beverly Hills Private Wealth, LLC
Position in IBB — iShares Biotechnology ETF
CIK 1965710
BEVERLY HILLS, CA
Position in IBB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$501,652
+$237 QoQ
Shares Held
2,971
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $501,652 | 2,971 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $501,415 | 2,971 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $428,923 | 2,971 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $375,860 | 2,971 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $379,990 | 2,971 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $392,927 | 2,972 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $240,676 | 1,653 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $312,814 | 2,279 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $312,723 | 2,279 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $309,465 | 2,278 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $304,991 | 2,494 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $336,190 | 2,648 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $342,015 | 2,648 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $272,164 | 2,073 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||