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Baldwin Wealth Partners’s iShares Biotechnology ETF IBB Stock Holding History

Baldwin Wealth Partners’s Portfolio IBB Stock Details IBB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$211K Sell
1,665
-30
-2% -$3.8K 0.01% 210
2025
Q1 		$217K Sell
1,695
-95
-5% -$12.2K 0.02% 210
2024
Q4 		$237K Sell
1,790
-140
-7% -$18.5K 0.02% 209
2024
Q3 		$281K Sell
1,930
-105
-5% -$15.3K 0.02% 279
2024
Q2 		$279K Sell
2,035
-105
-5% -$14.4K 0.02% 170
2024
Q1 		$294K Sell
2,140
-355
-14% -$48.7K 0.02% 183
2023
Q4 		$339K Sell
2,495
-100
-4% -$13.6K 0.03% 176
2023
Q3 		$317K Sell
2,595
-35
-1% -$4.28K 0.03% 189
2023
Q2 		$334K Hold
2,630
– – 0.03% 200
2023
Q1 		$340K Hold
2,630
– – 0.03% 193
2022
Q4 		$345K Buy
2,630
+2,510
+2,092% +$330K 0.03% 190
2022
Q3 		$14K Hold
120
– – ﹤0.01% 483
2022
Q2 		$14K Hold
120
– – ﹤0.01% 504
2022
Q1 		$16K Hold
120
– – ﹤0.01% 498
2021
Q4 		$18K Sell
120
-61
-34% -$9.15K ﹤0.01% 459
2021
Q3 		$29K Hold
181
– – ﹤0.01% 411
2021
Q2 		$30K Hold
181
– – ﹤0.01% 419
2021
Q1 		$27K Buy
181
+61
+51% +$9.1K ﹤0.01% 420
2020
Q4 		$18K Hold
120
– – ﹤0.01% 410
2020
Q3 		$16K Hold
120
– – ﹤0.01% 403
2020
Q2 		$16K Hold
120
– – ﹤0.01% 404
2020
Q1 		$13K Hold
120
– – ﹤0.01% 406
2019
Q4 		$14K Hold
120
– – ﹤0.01% 434
2019
Q3 		$12K Hold
120
– – ﹤0.01% 439
2019
Q2 		$13K Hold
120
– – ﹤0.01% 428
2019
Q1 		$13K Hold
120
– – ﹤0.01% 431
2018
Q4 		$12K Hold
120
– – ﹤0.01% 419
2018
Q3 		$15K Hold
120
– – ﹤0.01% 432
2018
Q2 		$13K Hold
120
– – ﹤0.01% 439
2018
Q1 		$13K Hold
120
– – ﹤0.01% 417
2017
Q4 		$13K Buy
120
+80
+200% +$8.67K ﹤0.01% 404
2017
Q3 		$13K Hold
40
– – ﹤0.01% 399
2017
Q2 		$12K Hold
40
– – ﹤0.01% 414
2017
Q1 		$12K Hold
40
– – ﹤0.01% 413
2016
Q4 		$11K Hold
40
– – ﹤0.01% 434
2016
Q3 		$12K Hold
40
– – ﹤0.01% 435
2016
Q2 		$10K Hold
40
– – ﹤0.01% 394
2016
Q1 		$10K Buy
+40
New +$10K ﹤0.01% 412