Position in IBB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$832,650
+$69,450 QoQ
Shares Held
4,378
-3.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#146
of 294 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $832,650 | 4,378 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $763,200 | 4,520 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $433,063 | 2,566 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||