Milestone Investment Advisors LLC
Position in IBB — iShares Biotechnology ETF
CIK 1967018
MIDDLETON, WI
Position in IBB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,481,009
+$242,157 QoQ
Shares Held
7,787
+6.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.21%
of 13F equity value
Holder Rank
#116
of 294 holders
Holding Since
Sep 2023
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,481,009 | 7,787 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,238,852 | 7,337 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,212,949 | 7,187 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,036,865 | 7,182 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $926,685 | 7,325 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,036,245 | 8,102 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $910,926 | 6,890 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $979,888 | 6,730 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $678,613 | 4,944 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $651,246 | 4,746 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $627,762 | 4,621 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $110,305 | 902 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||