Marion 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 | $2.66M | Buy |
21,057
+837
| +4% | +$106K | 0.67% | 38 |
|
|
2025
Q1 | $2.59M | Buy |
20,220
+454
| +2% | +$58.1K | 0.69% | 37 |
|
|
2024
Q4 | $2.61M | Buy |
19,766
+545
| +3% | +$72.1K | 0.69% | 37 |
|
|
2024
Q3 | $2.8M | Buy |
19,221
+792
| +4% | +$115K | 0.75% | 34 |
|
|
2024
Q2 | $2.53M | Buy |
18,429
+580
| +3% | +$79.6K | 0.74% | 35 |
|
|
2024
Q1 | $2.45M | Sell |
17,849
-165
| -0.9% | -$22.6K | 0.73% | 37 |
|
|
2023
Q4 | $2.45M | Buy |
18,014
+1,063
| +6% | +$144K | 0.78% | 35 |
|
|
2023
Q3 | $2.07M | Buy |
16,951
+563
| +3% | +$68.8K | 0.73% | 35 |
|
|
2023
Q2 | $2.08M | Buy |
16,388
+366
| +2% | +$46.5K | 0.74% | 37 |
|
|
2023
Q1 | $2.07M | Buy |
16,022
+839
| +6% | +$108K | 0.77% | 30 |
|
|
2022
Q4 | $1.99M | Buy |
15,183
+2,144
| +16% | +$281K | 0.84% | 29 |
|
|
2022
Q3 | $1.53M | Buy |
13,039
+995
| +8% | +$116K | 0.78% | 29 |
|
|
2022
Q2 | $1.42M | Buy |
12,044
+3,971
| +49% | +$467K | 0.74% | 32 |
|
|
2022
Q1 | $1.05M | Buy |
8,073
+417
| +5% | +$54.3K | 0.51% | 48 |
|
|
2021
Q4 | $1.17M | Buy |
+7,656
| New | +$1.17M | 0.55% | 43 |
|