WFAG
Wescott Financial Advisory Group’s iShares Biotechnology ETF IBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Hold |
2,769
| – | – | 0.03% | 137 |
|
|
2025
Q1 | $354K | Hold |
2,769
| – | – | 0.04% | 131 |
|
|
2024
Q4 | $366K | Sell |
2,769
-254
| -8% | -$33.6K | 0.04% | 128 |
|
|
2024
Q3 | $440K | Hold |
3,023
| – | – | 0.05% | 126 |
|
|
2024
Q2 | $415K | Hold |
3,023
| – | – | 0.05% | 121 |
|
|
2024
Q1 | $415K | Hold |
3,023
| – | – | 0.05% | 118 |
|
|
2023
Q4 | $411K | Buy |
3,023
+1
| +0% | +$136 | 0.06% | 114 |
|
|
2023
Q3 | $370K | Hold |
3,022
| – | – | 0.07% | 114 |
|
|
2023
Q2 | $384K | Hold |
3,022
| – | – | 0.07% | 113 |
|
|
2023
Q1 | $390K | Hold |
3,022
| – | – | 0.08% | 109 |
|
|
2022
Q4 | $397K | Hold |
3,022
| – | – | 0.09% | 103 |
|
|
2022
Q3 | $353K | Buy |
3,022
+13
| +0.4% | +$1.52K | 0.1% | 103 |
|
|
2022
Q2 | $354K | Hold |
3,009
| – | – | 0.1% | 98 |
|
|
2022
Q1 | $392K | Buy |
3,009
+51
| +2% | +$6.64K | 0.1% | 93 |
|
|
2021
Q4 | $451K | Hold |
2,958
| – | – | 0.23% | 42 |
|
|
2021
Q3 | $478K | Buy |
2,958
+63
| +2% | +$10.2K | 0.27% | 42 |
|
|
2021
Q2 | $483K | Hold |
2,895
| – | – | 0.28% | 38 |
|
|
2021
Q1 | $436K | Buy |
2,895
+126
| +5% | +$19K | 0.28% | 39 |
|
|
2020
Q4 | $419K | Buy |
+2,769
| New | +$419K | 0.29% | 38 |
|