Milestone Investment Advisors’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 | $927K | Sell |
7,325
-777
| -10% | -$98.3K | 0.24% | 50 |
|
|
2025
Q1 | $1.04M | Buy |
8,102
+1,212
| +18% | +$155K | 0.29% | 48 |
|
|
2024
Q4 | $911K | Buy |
6,890
+160
| +2% | +$21.2K | 0.25% | 48 |
|
|
2024
Q3 | $980K | Buy |
6,730
+1,786
| +36% | +$260K | 0.27% | 46 |
|
|
2024
Q2 | $679K | Buy |
4,944
+198
| +4% | +$27.2K | 0.18% | 52 |
|
|
2024
Q1 | $651K | Buy |
4,746
+125
| +3% | +$17.2K | 0.18% | 50 |
|
|
2023
Q4 | $628K | Buy |
4,621
+3,719
| +412% | +$505K | 0.18% | 51 |
|
|
2023
Q3 | $110K | Buy |
+902
| New | +$110K | 0.03% | 141 |
|