Novak & Powell Financial Services, Inc.
Position in IBB — iShares Biotechnology ETF
CIK 2011548
ST. PETERSBURG, FL
Position in IBB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,106,734
+$283,661 QoQ
Shares Held
11,077
+2.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.01%
of 13F equity value
Holder Rank
#102
of 294 holders
Holding Since
Dec 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,106,734 | 11,077 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,823,073 | 10,797 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,819,846 | 10,783 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,570,889 | 10,881 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,052,942 | 8,323 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,370,448 | 10,715 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,499,525 | 11,342 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,687,940 | 11,593 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,590,843 | 11,590 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,198,479 | 8,734 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,552,629 | 11,429 | Shares | Sole | 2024-02-21 | |
| No filing history on record for this holder in this stock. | ||||||