Strategic Wealth Partners’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 | $154K | Buy |
+1,217
| New | +$154K | 0.01% | 345 |
|
|
2023
Q3 | – | Sell |
-33,915
| Closed | -$4.31M | – | 291 |
|
|
2023
Q2 | $4.31M | Sell |
33,915
-26,284
| -44% | -$3.34M | 0.56% | 45 |
|
|
2023
Q1 | $7.78M | Buy |
60,199
+9,394
| +18% | +$1.21M | 1.19% | 15 |
|
|
2022
Q4 | $6.67M | Buy |
50,805
+10,945
| +27% | +$1.44M | 1.24% | 14 |
|
|
2022
Q3 | $4.66M | Buy |
+39,860
| New | +$4.66M | 0.99% | 17 |
|