CCWM
Cassaday & Co Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $697K | Hold |
5,506
| – | – | 0.02% | 173 |
|
|
2025
Q1 | $704K | Sell |
5,506
-5,650
| -51% | -$723K | 0.02% | 159 |
|
|
2024
Q4 | $1.47M | Hold |
11,156
| – | – | 0.04% | 87 |
|
|
2024
Q3 | $1.62M | Sell |
11,156
-48
| -0.4% | -$6.99K | 0.05% | 83 |
|
|
2024
Q2 | $1.54M | Sell |
11,204
-13
| -0.1% | -$1.78K | 0.05% | 80 |
|
|
2024
Q1 | $1.54M | Buy |
11,217
+61
| +0.5% | +$8.37K | 0.05% | 79 |
|
|
2023
Q4 | $1.52M | Buy |
+11,156
| New | +$1.52M | 0.05% | 74 |
|