MWA
Monograph Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $531K | Hold |
4,200
| – | – | 0.07% | 71 |
|
|
2025
Q1 | $537K | Hold |
4,200
| – | – | 0.07% | 70 |
|
|
2024
Q4 | $555K | Hold |
4,200
| – | – | 0.07% | 67 |
|
|
2024
Q3 | $612K | Sell |
4,200
-10
| -0.2% | -$1.46K | 0.08% | 66 |
|
|
2024
Q2 | $578K | Hold |
4,210
| – | – | 0.08% | 60 |
|
|
2024
Q1 | $578K | Hold |
4,210
| – | – | 0.08% | 89 |
|
|
2023
Q4 | $572K | Hold |
4,210
| – | – | 0.1% | 52 |
|
|
2023
Q3 | $515K | Hold |
4,210
| – | – | 0.1% | 68 |
|
|
2023
Q2 | $535K | Hold |
4,210
| – | – | 0.11% | 44 |
|
|
2023
Q1 | $544K | Hold |
4,210
| – | – | 0.13% | 42 |
|
|
2022
Q4 | $553K | Hold |
4,210
| – | – | 0.15% | 48 |
|
|
2022
Q3 | $492K | Buy |
4,210
+10
| +0.2% | +$1.17K | 0.16% | 41 |
|
|
2022
Q2 | $494K | Hold |
4,200
| – | – | 0.14% | 41 |
|
|
2022
Q1 | $547K | Hold |
4,200
| – | – | 0.14% | 49 |
|
|
2021
Q4 | $641K | Buy |
+4,200
| New | +$641K | 0.16% | 42 |
|