SWM
Seed Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Sell |
2,355
-145
| -6% | -$18.3K | 0.22% | 105 |
|
|
2025
Q1 | $320K | Hold |
2,500
| – | – | 0.26% | 97 |
|
|
2024
Q4 | $331K | Hold |
2,500
| – | – | 0.27% | 94 |
|
|
2024
Q3 | $364K | Hold |
2,500
| – | – | 0.29% | 90 |
|
|
2024
Q2 | $343K | Buy |
2,500
+140
| +6% | +$19.2K | 0.3% | 87 |
|
|
2024
Q1 | $323K | Sell |
2,360
-140
| -6% | -$19.2K | 0.31% | 80 |
|
|
2023
Q4 | $345K | Buy |
+2,500
| New | +$345K | 0.35% | 77 |
|