Berger Financial Group’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 | $348K | Sell |
2,754
-226
| -8% | -$28.6K | 0.02% | 315 |
|
|
2025
Q1 | $381K | Buy |
2,980
+389
| +15% | +$49.8K | 0.03% | 295 |
|
|
2024
Q4 | $343K | Buy |
+2,591
| New | +$343K | 0.02% | 306 |
|
|
2023
Q3 | – | Sell |
-3,728
| Closed | -$473K | – | 283 |
|
|
2023
Q2 | $473K | Buy |
3,728
+3
| +0.1% | +$381 | 0.05% | 164 |
|
|
2023
Q1 | $481K | Hold |
3,725
| – | – | 0.06% | 159 |
|
|
2022
Q4 | $489K | Hold |
3,725
| – | – | 0.06% | 153 |
|
|
2022
Q3 | $436K | Sell |
3,725
-8
| -0.2% | -$936 | 0.06% | 152 |
|
|
2022
Q2 | $439K | Sell |
3,733
-77
| -2% | -$9.06K | 0.06% | 149 |
|
|
2022
Q1 | $496K | Hold |
3,810
| – | – | 0.06% | 149 |
|
|
2021
Q4 | $581K | Sell |
3,810
-114
| -3% | -$17.4K | 0.08% | 137 |
|
|
2021
Q3 | $634K | Buy |
3,924
+11
| +0.3% | +$1.78K | 0.11% | 98 |
|
|
2021
Q2 | $640K | Sell |
3,913
-13
| -0.3% | -$2.13K | 0.12% | 97 |
|
|
2021
Q1 | $591K | Buy |
3,926
+808
| +26% | +$122K | 0.13% | 97 |
|
|
2020
Q4 | $472K | Buy |
+3,118
| New | +$472K | 0.08% | 131 |
|