FWM
Finer 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 | $1.16M | Sell |
9,135
-226
| -2% | -$28.6K | 0.62% | 34 |
|
2025
Q1 | $1.2M | Buy |
9,361
+785
| +9% | +$100K | 0.72% | 33 |
|
2024
Q4 | $1.13M | Buy |
8,576
+1,127
| +15% | +$149K | 0.65% | 34 |
|
2024
Q3 | $1.08M | Buy |
7,449
+2,993
| +67% | +$436K | 0.67% | 31 |
|
2024
Q2 | $612K | Buy |
4,456
+2,308
| +107% | +$317K | 0.39% | 47 |
|
2024
Q1 | $295K | Buy |
+2,148
| New | +$295K | 0.19% | 68 |
|