Capstone Wealth Management Group (Oregon)’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
$431K Hold
3,404
0.31% 63
2025
Q1
$435K Sell
3,404
-193
-5% -$24.7K 0.35% 60
2024
Q4
$476K Buy
+3,597
New +$476K 0.36% 61