Capstone Wealth Management Group LLC
Position in IBB — iShares Biotechnology ETF
CIK 2059649
Bend, OR
Position in IBB
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$604,314
+$287 QoQ
Shares Held
3,579
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $604,314 | 3,579 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $604,027 | 3,579 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $491,435 | 3,404 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $430,640 | 3,404 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $435,371 | 3,404 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $475,559 | 3,597 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||