Circle Wealth Management »

iShares NASDAQ Biotechnology Index shares owned by Circle Wealth Management

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

Historical chart of Circle Wealth Management investment in iShares NASDAQ Biotechnology Index

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares NASDAQ Biotechnology Index by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $220k 1.3k 168.85
2024-06-30 $546k 4.0k 137.26
2024-03-31 $545k 4.0k 137.22
2023-12-31 $540k 4.0k 135.85
2023-09-30 $486k 4.0k 122.29
2021-03-31 $273k 1.8k 150.41

More positions owned by Circle Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Total Stk Mkt (VTI)
Eli Lilly & Co. (LLY)
Ishares Gold Tr Ishares New (IAU)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Amazon (AMZN)
Goldman Sachs Etf Tr India Equity Etf (GIND)
Microsoft Corporation (MSFT)

View all positions for Circle Wealth Management

Top funds holding iShares NASDAQ Biotechnology Index

Bank of America Corporation
Citigroup
Morgan Stanley
Bnp Paribas Arbitrage, Snc
Goldman Sachs Group
Envestnet Asset Management
Susquehanna International
Raymond James Financial
Commerce Bank N A
Wells Fargo & Company
UBS Group
Thrivent Financial for Lutherans
Royal Bank of Canada
LPL Financial
Barclays

View all funds holding iShares NASDAQ Biotechnology Index