Mogy Joel R Investment Counsel’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
$123K Hold
975
0.01% 102
2025
Q1
$125K Hold
975
0.01% 98
2024
Q4
$129K Hold
975
0.01% 100
2024
Q3
$142K Hold
975
0.01% 102
2024
Q2
$134K Hold
975
0.01% 99
2024
Q1
$134K Hold
975
0.01% 104
2023
Q4
$132K Hold
975
0.01% 101
2023
Q3
$119K Hold
975
0.01% 102
2023
Q2
$124K Hold
975
0.01% 112
2023
Q1
$126K Buy
+975
New +$126K 0.01% 114