MGB Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Hold |
2,200
| – | – | 0.09% | 178 |
|
|
2025
Q1 | $281K | Sell |
2,200
-600
| -21% | -$76.7K | 0.1% | 175 |
|
|
2024
Q4 | $370K | Sell |
2,800
-1,604
| -36% | -$212K | 0.11% | 143 |
|
|
2024
Q3 | $641K | Sell |
4,404
-1
| -0% | -$146 | 0.23% | 94 |
|
|
2024
Q2 | $638K | Hold |
4,405
| – | – | 0.24% | 92 |
|
|
2024
Q1 | $605K | Hold |
4,405
| – | – | 0.25% | 96 |
|
|
2023
Q4 | $599K | Buy |
+4,405
| New | +$599K | 0.3% | 88 |
|