iShares NASDAQ Biotechnology Index shares owned by TruWealth Advisors
Quarter-by-quarter ownership of iShares NASDAQ Biotechnology Index (IBB) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in iShares NASDAQ Biotechnology Index
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All positions including iShares NASDAQ Biotechnology Index held by TruWealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares NASDAQ Biotechnology Index by TruWealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $216k | 1.6k | 137.22 |
2023-12-31 | $214k | 1.6k | 135.85 |
2023-09-30 | $250k | 2.0k | 122.29 |
2023-06-30 | $269k | 2.1k | 126.96 |
2023-03-31 | $409k | 3.2k | 129.16 |
2022-12-31 | $416k | 3.2k | 131.29 |
2022-09-30 | $399k | 3.4k | 117.04 |
2022-06-30 | $483k | 4.1k | 117.66 |
2022-03-31 | $561k | 4.3k | 130.25 |
2021-12-31 | $762k | 5.0k | 152.52 |
2021-09-30 | $913k | 5.6k | 161.76 |
2021-06-30 | $957k | 5.8k | 163.70 |
2021-03-31 | $1.3M | 8.4k | 150.62 |
2020-12-31 | $1.4M | 9.4k | 151.53 |
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