iShares NASDAQ Biotechnology Index shares owned by Regent Peak Wealth Advisors
Quarter-by-quarter ownership of iShares NASDAQ Biotechnology Index (IBB) shares owned by Regent Peak Wealth Advisors
from 13F filings
Historical chart of Regent Peak Wealth Advisors investment in iShares NASDAQ Biotechnology Index
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Quarterly reported holdings in iShares NASDAQ Biotechnology Index by Regent Peak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $265k | 2.0k | 132.19 |
| 2024-09-30 | $310k | 2.1k | 145.58 |
| 2024-06-30 | $292k | 2.1k | 137.23 |
| 2024-03-31 | $292k | 2.1k | 137.19 |
| 2023-12-31 | $289k | 2.1k | 135.88 |
| 2023-09-30 | $260k | 2.1k | 122.30 |
| 2023-06-30 | $270k | 2.1k | 126.97 |
| 2023-03-31 | $321k | 2.5k | 129.17 |
| 2022-12-31 | $326k | 2.5k | 131.29 |
| 2022-09-30 | $290k | 2.5k | 116.94 |
| 2022-06-30 | $291k | 2.5k | 117.34 |
| 2022-03-31 | $238k | 1.8k | 130.05 |
| 2021-12-31 | $279k | 1.8k | 152.46 |
| 2021-09-30 | $296k | 1.8k | 161.75 |
| 2021-06-30 | $303k | 1.8k | 165.57 |
| 2021-03-31 | $275k | 1.8k | 150.27 |
| 2020-12-31 | $276k | 1.8k | 151.73 |
| 2020-09-30 | $246k | 1.8k | 135.24 |
| 2020-06-30 | $251k | 1.8k | 136.49 |
| 2020-03-31 | $202k | 1.9k | 107.50 |
| 2019-12-31 | $253k | 2.1k | 120.19 |
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