Modern Wealth Management, LLC
Position in IBB — iShares Biotechnology ETF
CIK 2001900
KANSAS CITY, MO
Position in IBB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$228,988
+$25,693 QoQ
Shares Held
1,204
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#229
of 294 holders
Holding Since
Dec 2024
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,988 | 1,204 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $203,295 | 1,204 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $246,741 | 1,462 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $200,930 | 1,571 | Shares | Sole | 2025-06-02 | |
| 2024-12-31 | $225,814 | 1,708 | Shares | Sole | 2025-05-30 | |
| No filing history on record for this holder in this stock. | ||||||