Congress Wealth Management’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 | $1.21M | Buy |
9,532
+1,474
| +18% | +$186K | 0.01% | 664 |
|
|
2025
Q1 | $1.03M | Buy |
8,058
+5,642
| +234% | +$723K | 0.01% | 628 |
|
|
2024
Q4 | $319K | Buy |
2,416
+241
| +11% | +$31.9K | ﹤0.01% | 750 |
|
|
2024
Q3 | $317K | Buy |
2,175
+615
| +39% | +$89.6K | ﹤0.01% | 716 |
|
|
2024
Q2 | $214K | Sell |
1,560
-75
| -5% | -$10.3K | ﹤0.01% | 694 |
|
|
2024
Q1 | $224K | Sell |
1,635
-151
| -8% | -$20.7K | ﹤0.01% | 555 |
|
|
2023
Q4 | $243K | Sell |
1,786
-382
| -18% | -$51.9K | ﹤0.01% | 563 |
|
|
2023
Q3 | $265K | Buy |
+2,168
| New | +$265K | 0.01% | 540 |
|