Cassaday & Co Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$697K Hold
2025
Q1
$704K Sell
2024
Q4
$1.47M Hold
2024
Q3
$1.62M Sell
2024
Q2
$1.54M Sell
2024
Q1
$1.54M Buy
2023
Q4
$1.52M Buy