LWA
Lowe Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16K | Hold |
25
| – | – | ﹤0.01% | 315 |
|
|
2025
Q1 | $3.2K | Hold |
25
| – | – | ﹤0.01% | 316 |
|
|
2024
Q4 | $3.31K | Hold |
25
| – | – | ﹤0.01% | 307 |
|
|
2024
Q3 | $3.64K | Hold |
25
| – | – | ﹤0.01% | 266 |
|
|
2024
Q2 | $3.43K | Hold |
25
| – | – | ﹤0.01% | 262 |
|
|
2024
Q1 | $3.43K | Hold |
25
| – | – | ﹤0.01% | 261 |
|
|
2023
Q4 | $3.4K | Hold |
25
| – | – | ﹤0.01% | 264 |
|
|
2023
Q3 | $3.06K | Hold |
25
| – | – | ﹤0.01% | 256 |
|
|
2023
Q2 | $3.17K | Hold |
25
| – | – | ﹤0.01% | 290 |
|
|
2023
Q1 | $3.23K | Hold |
25
| – | – | ﹤0.01% | 277 |
|
|
2022
Q4 | $3.28K | Hold |
25
| – | – | ﹤0.01% | 281 |
|
|
2022
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 275 |
|
|
2022
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 263 |
|
|
2022
Q1 | $3K | Sell |
25
-30
| -55% | -$3.6K | ﹤0.01% | 272 |
|
|
2021
Q4 | $8K | Buy |
55
+30
| +120% | +$4.36K | ﹤0.01% | 204 |
|
|
2021
Q3 | $4K | Hold |
25
| – | – | ﹤0.01% | 227 |
|
|
2021
Q2 | $4K | Hold |
25
| – | – | ﹤0.01% | 221 |
|
|
2021
Q1 | $4K | Hold |
25
| – | – | ﹤0.01% | 215 |
|
|
2020
Q4 | $4K | Hold |
25
| – | – | ﹤0.01% | 210 |
|
|
2020
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 218 |
|
|
2020
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 208 |
|
|
2020
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 208 |
|
|
2019
Q4 | $3K | Hold |
25
| – | – | ﹤0.01% | 222 |
|
|
2019
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 233 |
|
|
2019
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 231 |
|
|
2019
Q1 | $2K | Sell |
25
-100
| -80% | -$8K | ﹤0.01% | 226 |
|
|
2018
Q4 | $12K | Sell |
125
-240
| -66% | -$23K | 0.01% | 125 |
|
|
2018
Q3 | $45K | Buy |
365
+40
| +12% | +$4.93K | 0.03% | 68 |
|
|
2018
Q2 | $36K | Buy |
+325
| New | +$36K | 0.02% | 78 |
|
|
2015
Q2 | – | Sell |
-3
| Closed | -$1K | – | 232 |
|
|
2015
Q1 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 209 |
|