HERITAGE OAK WEALTH ADVISORS LLC
Position in IBB — iShares Biotechnology ETF
CIK 2035533
SANTA ROSA BEACH, FL
Position in IBB
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$715,755
-$3,373 QoQ
Shares Held
4,239
-0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.36%
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 | $715,755 | 4,239 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $719,128 | 4,261 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||