Middleton & Co’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
2025
Q3
$520K Hold
2025
Q2
$455K Hold
2025
Q1
$460K Hold
2024
Q4
$476K Hold
2024
Q3
$524K Hold
2024
Q2
$494K Hold
2024
Q1
$494K Hold
2023
Q4
$489K Hold
2023
Q3
$440K Hold
2023
Q2
$457K Hold
2023
Q1
$465K Hold
2022
Q4
$473K Hold
2022
Q3
$421K Sell
2022
Q2
$450K Hold
2022
Q1
$498K Hold
2021
Q4
$584K Sell
2021
Q3
$715K Hold
2021
Q2
$724K Hold
2021
Q1
$666K Buy