Foundations Investment Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-7,156
Closed -$975K 725
2023
Q4
$975K Buy
7,156
+4,980
+229% +$678K 0.03% 313
2023
Q3
$266K Buy
+2,176
New +$266K 0.01% 539