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 |
|