Kingswood Wealth Advisors’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 | $242K | Sell |
1,916
-126
| -6% | -$15.9K | 0.02% | 637 |
|
|
2025
Q1 | $260K | Sell |
2,042
-459
| -18% | -$58.4K | 0.02% | 592 |
|
|
2024
Q4 | $331K | Buy |
2,501
+629
| +34% | +$83.2K | 0.02% | 574 |
|
|
2024
Q3 | $272K | Buy |
1,872
+198
| +12% | +$28.8K | 0.02% | 600 |
|
|
2024
Q2 | $230K | Sell |
1,674
-523
| -24% | -$71.8K | 0.02% | 598 |
|
|
2024
Q1 | $302K | Sell |
2,197
-574
| -21% | -$78.8K | 0.03% | 477 |
|
|
2023
Q4 | $376K | Buy |
2,771
+604
| +28% | +$82K | 0.04% | 408 |
|
|
2023
Q3 | $265K | Buy |
+2,167
| New | +$265K | 0.05% | 345 |
|