Position in IBB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$272,732
+$31,108 QoQ
Shares Held
1,434
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#210
of 294 holders
Holding Since
Dec 2024
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,732 | 1,434 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $241,624 | 1,431 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $203,030 | 1,203 | Shares | Sole | 2026-02-11 | |
| 2025-03-31 | $526,820 | 4,119 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,023,569 | 7,742 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||