Envestnet Portfolio Solutions, Inc.
Position in IBB — iShares Biotechnology ETF
CIK 1998033
BERWYN, PA
Position in IBB
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$4,212,300
+$235,573 QoQ
Shares Held
24,947
+5.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,212,300 | 24,947 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,976,727 | 23,563 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||