Cassady Wealth & Retirement Planning, LLC
PensionPosition in IBB — iShares Biotechnology ETF
CIK 2121075
HENDERSON, NV
Position in IBB
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$391,225
+$185 QoQ
Shares Held
2,317
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $391,225 | 2,317 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $391,040 | 2,317 | Shares | Sole | 2026-04-02 | |
| No filing history on record for this holder in this stock. | ||||||