WRPWM
Werba Rubin Papier 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 | $372K | Buy |
2,940
+20
| +0.7% | +$2.53K | 0.07% | 134 |
|
|
2025
Q1 | $373K | Buy |
2,920
+1
| +0% | +$128 | 0.08% | 120 |
|
|
2024
Q4 | $386K | Buy |
2,919
+1
| +0% | +$132 | 0.09% | 118 |
|
|
2024
Q3 | $425K | Buy |
2,918
+76
| +3% | +$11.1K | 0.1% | 113 |
|
|
2024
Q2 | $390K | Buy |
2,842
+877
| +45% | +$120K | 0.11% | 105 |
|
|
2024
Q1 | $270K | Hold |
1,965
| – | – | 0.08% | 114 |
|
|
2023
Q4 | $267K | Hold |
1,965
| – | – | 0.09% | 90 |
|
|
2023
Q3 | $241K | Hold |
1,965
| – | – | 0.09% | 99 |
|
|
2023
Q2 | $249K | Hold |
1,965
| – | – | 0.09% | 97 |
|
|
2023
Q1 | $254K | Hold |
1,965
| – | – | 0.1% | 83 |
|
|
2022
Q4 | $258K | Buy |
+1,965
| New | +$258K | 0.11% | 83 |
|