ALTFEST L J & CO INC

Position in IBB — iShares Biotechnology ETF

CIK 712050 NEW YORK, NY

Position in IBB

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$346,311

+$333 QoQ

Shares Held

2,051

+0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$346,311	2,051	+0.0%	Shares	Sole	2026-04-28
2025-12-31	$345,978	2,050	-10.6%	Shares	Sole	2026-01-23
2025-09-30	$331,184	2,294	-1.4%	Shares	Sole	2025-10-21
2025-06-30	$294,262	2,326	-6.5%	Shares	Sole	2025-08-08
2025-03-31	$318,343	2,489	-0.5%	Shares	Sole	2025-05-09
2024-12-31	$330,789	2,502	-0.1%	Shares	Sole	2025-02-07
2024-09-30	$364,582	2,504	-28.8%	Shares	Sole	2024-11-05
2024-06-30	$482,468	3,515	-5.6%	Shares	Sole	2024-08-07
2024-03-31	$510,732	3,722	-1.5%	Shares	Sole	2024-04-22
2023-12-31	$513,513	3,780	-2.9%	Shares	Sole	2024-01-18
2023-09-30	$475,830	3,891	-16.0%	Shares	Sole	2023-10-26
2023-06-30	$588,332	4,634	-3.4%	Shares	Sole	2023-08-09
2023-03-31	$619,709	4,798	-40.7%	Shares	Sole	2023-04-20
2022-12-31	$1,062,398	8,092	-18.2%	Shares	Sole	2023-02-02
2022-09-30	$1,156,383	9,887	-78.1%	Shares	Sole	2022-11-15
2022-06-30	$5,304,524	45,095	+0.8%	Shares	Sole	2022-08-04
2022-03-31	$5,827,667	44,725	+9.8%	Shares	Sole	2022-05-02
2021-12-31	$6,214,228	40,717	+2326.5%	Shares	Sole	2022-01-24
2021-09-30	$271,299	1,678	-92.9%	Shares	Sole	2021-10-12
2021-06-30	$3,846,920	23,507	+800.0%	Shares	Sole	2021-07-28
2020-06-30	$357,034	2,612	-58.6%	Shares	Sole	2020-07-21
2020-03-31	$680,378	6,315	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.