Position in IBB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,330,245
+$508,832 QoQ
Shares Held
22,768
+0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.80%
of 13F equity value
Holder Rank
#61
of 294 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,330,245 | 22,768 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,821,413 | 22,632 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,816,902 | 22,616 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||