FSA
Fort Sheridan Advisors’s iShares Biotechnology ETF IBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $523K | Buy |
4,133
+298
| +8% | +$37.7K | 0.07% | 152 |
|
|
2025
Q1 | $491K | Hold |
3,835
| – | – | 0.07% | 150 |
|
|
2024
Q4 | $507K | Sell |
3,835
-279
| -7% | -$36.9K | 0.07% | 152 |
|
|
2024
Q3 | $599K | Buy |
4,114
+188
| +5% | +$27.4K | 0.09% | 137 |
|
|
2024
Q2 | $539K | Buy |
3,926
+49
| +1% | +$6.73K | 0.09% | 136 |
|
|
2024
Q1 | $532K | Buy |
3,877
+8
| +0.2% | +$1.1K | 0.1% | 126 |
|
|
2023
Q4 | $526K | Hold |
3,869
| – | – | 0.1% | 120 |
|
|
2023
Q3 | $473K | Buy |
3,869
+2,250
| +139% | +$275K | 0.11% | 119 |
|
|
2023
Q2 | $206K | Buy |
+1,619
| New | +$206K | 0.05% | 187 |
|