NEVILLE RODIE & SHAW INC

Position in IBB — iShares Biotechnology ETF

CIK 71210 NEW YORK, NY

Position in IBB

as of Mar 31, 2026 · filed Apr 1, 2026 Compact

Position Value

$7,072,957

-$42,217 QoQ

Shares Held

41,889

-0.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 33% Shared 0% None 67%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,072,957	41,889	-0.6%	Shares	Sole	2026-04-01
2025-12-31	$7,115,174	42,159	-0.4%	Shares	Sole	2026-01-06
2025-09-30	$6,111,037	42,329	-2.4%	Shares	Sole	2025-10-01
2025-06-30	$5,484,714	43,354	-4.7%	Shares	Sole	2025-07-02
2025-03-31	$5,816,124	45,474	-2.8%	Shares	Sole	2025-04-01
2024-12-31	$6,182,404	46,762	-0.1%	Shares	Sole	2025-01-06
2024-09-30	$6,814,371	46,802	-0.1%	Shares	Sole	2024-10-01
2024-06-30	$6,430,905	46,852	-0.6%	Shares	Sole	2024-07-01
2024-03-31	$6,464,845	47,113	-1.1%	Shares	Sole	2024-04-09
2023-12-31	$6,471,622	47,638	-0.0%	Shares	Sole	2024-01-02
2023-09-30	$5,825,773	47,639	-0.7%	Shares	Sole	2023-10-10
2023-06-30	$6,093,572	47,996	0.0%	Shares	Sole	2023-07-06
2023-03-31	$6,199,163	47,996	0.0%	Shares	Sole	2023-04-04
2022-12-31	$6,301,394	47,996	-0.2%	Shares	Sole	2023-01-03
2022-09-30	$5,625,308	48,096	-0.3%	Shares	Sole	2022-10-04
2022-06-30	$5,675,176	48,246	-9.3%	Shares	Sole	2022-07-06
2022-03-31	$6,927,529	53,166	-0.6%	Shares	Sole	2022-04-05
2021-12-31	$8,159,980	53,466	-1.5%	Shares	Sole	2022-01-05
2021-09-30	$8,779,385	54,301	-0.2%	Shares	Sole	2021-10-06
2021-06-30	$8,906,814	54,426	-0.4%	Shares	Sole	2021-07-06
2021-03-31	$8,225,694	54,634	-2.7%	Shares	Sole	2021-04-08
2020-12-31	$8,506,314	56,151	-4.2%	Shares	Sole	2021-03-04
2020-09-30	$7,933,806	58,591	-1.0%	Shares	Sole	2020-10-01
2020-06-30	$8,086,717	59,161	-3.5%	Shares	Sole	2020-07-15
2020-03-31	$6,602,953	61,286	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.