DWP
Destiny Wealth Partners’s iShares Biotechnology ETF IBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.59M | Buy |
75,784
+5,919
| +8% | +$749K | 1.29% | 26 |
|
|
2025
Q1 | $8.94M | Buy |
69,865
+4,358
| +7% | +$557K | 1.42% | 26 |
|
|
2024
Q4 | $8.66M | Buy |
65,507
+2,463
| +4% | +$326K | 1.41% | 23 |
|
|
2024
Q3 | $9.18M | Sell |
63,044
-13,556
| -18% | -$1.97M | 1.61% | 22 |
|
|
2024
Q2 | $10.5M | Buy |
76,600
+9,729
| +15% | +$1.34M | 1.89% | 15 |
|
|
2024
Q1 | $9.18M | Buy |
66,871
+1,041
| +2% | +$143K | 1.64% | 24 |
|
|
2023
Q4 | $8.99M | Buy |
65,830
+3,260
| +5% | +$445K | 1.69% | 23 |
|
|
2023
Q3 | $7.65M | Buy |
62,570
+933
| +2% | +$114K | 1.54% | 26 |
|
|
2023
Q2 | $8.1M | Buy |
61,637
+2,970
| +5% | +$390K | 1.55% | 22 |
|
|
2023
Q1 | $7.58M | Buy |
58,667
+8,488
| +17% | +$1.1M | 1.57% | 21 |
|
|
2022
Q4 | $6.59M | Sell |
50,179
-9,323
| -16% | -$1.22M | 1.43% | 24 |
|
|
2022
Q3 | $6.96M | Buy |
59,502
+1,599
| +3% | +$187K | 1.56% | 23 |
|
|
2022
Q2 | $6.81M | Sell |
57,903
-56
| -0.1% | -$6.59K | 1.5% | 24 |
|
|
2022
Q1 | $7.55M | Buy |
57,959
+41,088
| +244% | +$5.35M | 1.47% | 25 |
|
|
2021
Q4 | $2.58M | Buy |
16,871
+3,009
| +22% | +$459K | 0.5% | 53 |
|
|
2021
Q3 | $2.24M | Sell |
13,862
-2,016
| -13% | -$326K | 0.45% | 58 |
|
|
2021
Q2 | $2.6M | Buy |
15,878
+210
| +1% | +$34.4K | 0.5% | 54 |
|
|
2021
Q1 | $2.36M | Sell |
15,668
-858
| -5% | -$129K | 0.49% | 53 |
|
|
2020
Q4 | $2.5M | Buy |
+16,526
| New | +$2.5M | 0.52% | 51 |
|