Medallion Wealth Advisors, LLC
Position in IBB — iShares Biotechnology ETF
CIK 2131139
FARMINGTON, CT
Position in IBB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$96,996
+$10,883 QoQ
Shares Held
510
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#252
of 294 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,996 | 510 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $86,113 | 510 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $86,072 | 510 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $73,628 | 510 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $64,520 | 510 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $65,229 | 510 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $67,427 | 510 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||