Massachusetts Wealth Management
Position in IBB — iShares Biotechnology ETF
CIK 1966011
NORTH ANDOVER, MA
Position in IBB
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$713,053
+$35,442 QoQ
Shares Held
4,223
+5.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.41%
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 | $713,053 | 4,223 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $677,611 | 4,015 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $469,635 | 3,253 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $354,607 | 2,803 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $318,471 | 2,490 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $270,369 | 2,045 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||