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iShares NASDAQ Biotechnology Index shares owned by Graves-Light Private Wealth Management

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

Historical chart of Graves-Light Private 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 Graves-Light Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares NASDAQ Biotechnology Index by Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $556k 3.9k 144.38
2025-06-30 $487k 3.9k 126.51
2025-03-31 $504k 3.9k 127.90
2024-12-31 $521k 3.9k 132.21
2024-06-30 $2.1M 15k 136.97
2024-03-31 $2.1M 15k 137.22
2023-12-31 $2.1M 15k 135.85
2023-09-30 $1.9M 15k 122.48
2023-06-30 $1.9M 15k 126.96
2023-03-31 $2.0M 15k 129.16
2022-12-31 $2.0M 15k 131.29
2022-09-30 $1.8M 15k 116.97
2022-06-30 $1.8M 15k 117.64
2022-03-31 $2.0M 15k 130.30
2021-12-31 $2.3M 15k 152.59
2021-09-30 $2.4M 15k 161.67
2021-06-30 $2.5M 15k 163.67
2021-03-31 $2.3M 16k 150.57
2020-12-31 $2.4M 16k 151.47
2020-09-30 $2.1M 16k 135.42
2020-06-30 $2.1M 16k 136.71
2020-03-31 $1.7M 16k 107.76
2019-12-31 $1.9M 16k 120.53
2019-09-30 $1.7M 16k 107.31
2019-06-30 $1.6M 15k 109.10
2019-03-31 $1.6M 15k 111.80
2018-12-31 $1.4M 15k 96.44

More positions owned by Graves-Light Private Wealth Management

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust S&p Divid Etf (SDY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Graves-Light Private Wealth Management

Top funds holding iShares NASDAQ Biotechnology Index

Morgan Stanley
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
Royal Bank of Canada
Calamos Advisors
Jane Street
Citadel Advisors
Leucadia National Corporation
Barclays

View all funds holding iShares NASDAQ Biotechnology Index