Kingswood Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $578K | Buy |
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|
2025
Q4 | $485K | Buy |
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|
2025
Q3 | $303K | Buy |
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|
2025
Q2 | $242K | Sell |
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|
2025
Q1 | $260K | Sell |
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|
2024
Q4 | $331K | Buy |
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|
2024
Q3 | $272K | Buy |
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|
2024
Q2 | $230K | Sell |
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|
2024
Q1 | $302K | Sell |
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|
2023
Q4 | $376K | Buy |
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|
2023
Q3 | $265K | Buy |
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