Morton Brown Family Wealth’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 | $9.98K | Hold |
79
| – | – | ﹤0.01% | 191 |
|
2025
Q1 | $10.1K | Hold |
79
| – | – | ﹤0.01% | 190 |
|
2024
Q4 | $10.4K | Hold |
79
| – | – | ﹤0.01% | 174 |
|
2024
Q3 | $11.5K | Hold |
79
| – | – | ﹤0.01% | 161 |
|
2024
Q2 | $11.3K | Hold |
79
| – | – | ﹤0.01% | 149 |
|
2024
Q1 | $10.8K | Hold |
79
| – | – | ﹤0.01% | 148 |
|
2023
Q4 | $10.7K | Buy |
79
+1
| +1% | +$135 | ﹤0.01% | 179 |
|
2023
Q3 | $9.59K | Hold |
78
| – | – | ﹤0.01% | 125 |
|
2023
Q2 | $9.95K | Hold |
78
| – | – | 0.01% | 119 |
|
2023
Q1 | $10.1K | Hold |
78
| – | – | 0.01% | 129 |
|
2022
Q4 | $10.3K | Hold |
78
| – | – | 0.01% | 112 |
|
2022
Q3 | $9K | Hold |
78
| – | – | 0.01% | 115 |
|
2022
Q2 | $9K | Hold |
78
| – | – | 0.01% | 114 |
|
2022
Q1 | $10K | Hold |
78
| – | – | 0.01% | 107 |
|
2021
Q4 | $12K | Buy |
+78
| New | +$12K | 0.01% | 116 |
|