Carter 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
$300K Buy
+2,370
New +$300K 0.2% 80
2022
Q1
$562K Buy
+4,316
New +$562K 0.75% 19