Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Capstone Wealth Management Group »

iShares NASDAQ Biotechnology Index shares owned by Capstone Wealth Management Group

Quarter-by-quarter ownership of iShares NASDAQ Biotechnology Index (IBB) shares owned by Capstone Wealth Management Group from 13F filings

Historical chart of Capstone Wealth Management Group investment in iShares NASDAQ Biotechnology Index

Tip: Access up to 7 years of quarterly data

All positions including iShares NASDAQ Biotechnology Index held by Capstone Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in iShares NASDAQ Biotechnology Index by Capstone Wealth Management Group

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$604k	3.6k	168.79
2025-09-30	$492k	3.4k	144.38
2025-06-30	$431k	3.4k	126.52
2025-03-31	$435k	3.4k	127.91
2024-12-31	$476k	3.6k	132.22

More positions owned by Capstone Wealth Management Group

Apple (AAPL)

Spdr Series Trust State Street Spd (BIL)

Select Sector Spdr Tr State Street Tec (XLK)

Exxon Mobil Corporation (XOM)

Select Sector Spdr Tr State Street Fin (XLF)

NVIDIA Corporation (NVDA)

Ishares Tr Us Aer Def Etf (ITA)

Wheaton Precious Metals Corp (WPM)

Berkshire Hathaway Inc Del Cl B New (BRK.B)

Spdr Series Trust State Street Spd (BILS)

Vaneck Etf Trust Gold Miners Etf (GDX)

J P Morgan Exchange Traded F Equity Premium (JEPI)

Ishares Silver Tr Ishares (SLV)

Alphabet Cap Stk Cl C (GOOG)

Select Sector Spdr Tr State Street Hea (XLV)

View all positions for Capstone Wealth Management Group

Top funds holding iShares NASDAQ Biotechnology Index

Goldman Sachs Group

Bnp Paribas Arbitrage, Snc

UBS Group

Jpmorgan Chase & Co

Healthcare Of Ontario Pension Plan Trust Fund

Susquehanna International

Commerce Bank N A

Wells Fargo & Company

Leucadia National Corporation

Barclays

LPL Financial

View all funds holding iShares NASDAQ Biotechnology Index

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z