Beverly Hills Private Wealth’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 | $376K | Hold |
2,971
| – | – | 0.07% | 218 |
|
|
2025
Q1 | $380K | Sell |
2,971
-1
| -0% | -$128 | 0.08% | 213 |
|
|
2024
Q4 | $393K | Buy |
2,972
+1,319
| +80% | +$174K | 0.08% | 203 |
|
|
2024
Q3 | $241K | Sell |
1,653
-626
| -27% | -$91.1K | 0.05% | 301 |
|
|
2024
Q2 | $313K | Hold |
2,279
| – | – | 0.07% | 267 |
|
|
2024
Q1 | $313K | Buy |
2,279
+1
| +0% | +$137 | 0.07% | 267 |
|
|
2023
Q4 | $309K | Sell |
2,278
-216
| -9% | -$29.3K | 0.08% | 248 |
|
|
2023
Q3 | $305K | Sell |
2,494
-154
| -6% | -$18.8K | 0.09% | 227 |
|
|
2023
Q2 | $337K | Hold |
2,648
| – | – | 0.06% | 277 |
|
|
2023
Q1 | $342K | Buy |
2,648
+575
| +28% | +$74.3K | 0.11% | 206 |
|
|
2022
Q4 | $272K | Buy |
+2,073
| New | +$272K | 0.12% | 190 |
|