KFG 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 | $309K | Buy |
2,444
+112
| +5% | +$14.2K | 0.05% | 164 |
|
|
2025
Q1 | $298K | Buy |
2,332
+189
| +9% | +$24.2K | 0.05% | 156 |
|
|
2024
Q4 | $283K | Buy |
2,143
+168
| +9% | +$22.2K | 0.05% | 154 |
|
|
2024
Q3 | $288K | Buy |
1,975
+415
| +27% | +$60.4K | 0.06% | 146 |
|
|
2024
Q2 | $214K | Buy |
+1,560
| New | +$214K | 0.08% | 153 |
|
|
2023
Q1 | – | Sell |
-68,480
| Closed | -$8.99M | – | 96 |
|
|
2022
Q4 | $8.99M | Buy |
+68,480
| New | +$8.99M | 9.21% | 4 |
|