Aprio Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.66M Sell
13,103
-96,985
-88% -$12.3M 0.19% 77
2025
Q1
$14.1M Sell
110,088
-29,659
-21% -$3.79M 1.76% 11
2024
Q4
$18.5M Buy
+139,747
New +$18.5M 2.7% 9