Wescott Financial Advisory Group’s iShares Biotechnology ETF IBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Hold |
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|
2025
Q1 | $354K | Hold |
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|
2024
Q4 | $366K | Sell |
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|
2024
Q3 | $440K | Hold |
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|
2024
Q2 | $415K | Hold |
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|
2024
Q1 | $415K | Hold |
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|
2023
Q4 | $411K | Buy |
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|
2023
Q3 | $370K | Hold |
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|
2023
Q2 | $384K | Hold |
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|
2023
Q1 | $390K | Hold |
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|
2022
Q4 | $397K | Hold |
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|
2022
Q3 | $353K | Buy |
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|
2022
Q2 | $354K | Hold |
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|
2022
Q1 | $392K | Buy |
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|
2021
Q4 | $451K | Hold |
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|
2021
Q3 | $478K | Buy |
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|
2021
Q2 | $483K | Hold |
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|
2021
Q1 | $436K | Buy |
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|
2020
Q4 | $419K | Buy |
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