Spire Wealth Management’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 | $396K | Sell |
3,133
-557
| -15% | -$70.5K | 0.01% | 565 |
|
|
2025
Q1 | $472K | Sell |
3,690
-584
| -14% | -$74.7K | 0.02% | 571 |
|
|
2024
Q4 | $565K | Buy |
4,274
+1,698
| +66% | +$224K | 0.02% | 519 |
|
|
2024
Q3 | $375K | Buy |
2,576
+316
| +14% | +$46K | 0.01% | 590 |
|
|
2024
Q2 | $310K | Sell |
2,260
-107
| -5% | -$14.7K | 0.01% | 604 |
|
|
2024
Q1 | $325K | Buy |
2,367
+561
| +31% | +$77K | 0.01% | 641 |
|
|
2023
Q4 | $244K | Sell |
1,806
-528
| -23% | -$71.4K | 0.01% | 707 |
|
|
2023
Q3 | $285K | Buy |
2,334
+444
| +23% | +$54.3K | 0.01% | 605 |
|
|
2023
Q2 | $240K | Sell |
1,890
-2,173
| -53% | -$276K | 0.01% | 671 |
|
|
2023
Q1 | $525K | Buy |
4,063
+677
| +20% | +$87.4K | 0.02% | 476 |
|
|
2022
Q4 | $444K | Sell |
3,386
-789
| -19% | -$103K | 0.03% | 383 |
|
|
2022
Q3 | $488K | Sell |
4,175
-657
| -14% | -$76.8K | 0.03% | 335 |
|
|
2022
Q2 | $568K | Sell |
4,832
-912
| -16% | -$107K | 0.02% | 436 |
|
|
2022
Q1 | $749K | Sell |
5,744
-1,482
| -21% | -$193K | 0.02% | 461 |
|
|
2021
Q4 | $1.1M | Buy |
7,226
+772
| +12% | +$118K | 0.02% | 444 |
|
|
2021
Q3 | $1.04M | Buy |
6,454
+325
| +5% | +$52.6K | 0.03% | 402 |
|
|
2021
Q2 | $1M | Sell |
6,129
-464
| -7% | -$75.9K | 0.03% | 423 |
|
|
2021
Q1 | $946K | Buy |
+6,593
| New | +$946K | 0.03% | 461 |
|