KINGSWOOD WEALTH ADVISORS, LLC
Position in IBB — iShares Biotechnology ETF
CIK 1987855
SAN DIEGO, CA
Position in IBB
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$577,973
+$92,760 QoQ
Shares Held
3,423
+19.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $577,973 | 3,423 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $485,213 | 2,875 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $302,888 | 2,098 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $242,393 | 1,916 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $261,171 | 2,042 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $330,657 | 2,501 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $272,563 | 1,872 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $229,773 | 1,674 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $301,472 | 2,197 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $376,440 | 2,771 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $265,002 | 2,167 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||