Cladis Investment Advisory’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
$722K Hold
5,710
0.45% 67
2025
Q1
$730K Buy
5,710
+570
+11% +$72.9K 0.53% 59
2024
Q4
$680K Buy
5,140
+840
+20% +$111K 0.48% 64
2024
Q3
$626K Buy
4,300
+1,265
+42% +$184K 0.43% 68
2024
Q2
$417K Buy
3,035
+115
+4% +$15.8K 0.3% 88
2024
Q1
$401K Buy
+2,920
New +$401K 0.29% 90