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iShares NASDAQ Biotechnology Index shares owned by Cassady Wealth & Retirement Planning

Quarter-by-quarter ownership of iShares NASDAQ Biotechnology Index (IBB) shares owned by Cassady Wealth & Retirement Planning from 13F filings

Historical chart of Cassady Wealth & Retirement Planning investment in iShares NASDAQ Biotechnology Index

Tip: Access up to 7 years of quarterly data

All positions including iShares NASDAQ Biotechnology Index held by Cassady Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares NASDAQ Biotechnology Index by Cassady Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $391k 2.3k 168.77

More positions owned by Cassady Wealth & Retirement Planning

Ishares Tr 0-3 Mnth Treasry (SGOV)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Capital Group Core Balanced SHS (CGBL)
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)

View all positions for Cassady Wealth & Retirement Planning

Top funds holding iShares NASDAQ Biotechnology Index

Bnp Paribas Arbitrage, Snc
Two Sigma Investments
Envestnet Asset Management
Goldman Sachs Group
Susquehanna International
Raymond James Financial
LPL Financial
UBS Group
Commerce Bank N A
Wells Fargo & Company
Barclays
Branch Banking & Trust Company
WestEnd Advisors
Janney Montgomery Scott
Healthcare Of Ontario Pension Plan Trust Fund

View all funds holding iShares NASDAQ Biotechnology Index