WIM
Westside Investment Management’s iShares Biotechnology ETF IBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Buy |
18,548
+118
| +0.6% | +$14.9K | 0.44% | 60 |
|
|
2025
Q1 | $2.35M | Buy |
18,430
+1,478
| +9% | +$189K | 0.5% | 54 |
|
|
2024
Q4 | $2.24M | Sell |
16,952
-50
| -0.3% | -$6.61K | 0.47% | 57 |
|
|
2024
Q3 | $2.48M | Buy |
17,002
+204
| +1% | +$29.7K | 0.53% | 50 |
|
|
2024
Q2 | $2.31M | Buy |
16,798
+2,700
| +19% | +$371K | 0.53% | 47 |
|
|
2024
Q1 | $1.93M | Buy |
14,098
+750
| +6% | +$103K | 0.46% | 51 |
|
|
2023
Q4 | $1.81M | Buy |
13,348
+2,502
| +23% | +$340K | 0.46% | 54 |
|
|
2023
Q3 | $1.33M | Buy |
10,846
+127
| +1% | +$15.5K | 0.38% | 69 |
|
|
2023
Q2 | $1.36M | Sell |
10,719
-1,374
| -11% | -$174K | 0.38% | 70 |
|
|
2023
Q1 | $1.56M | Buy |
12,093
+341
| +3% | +$44K | 0.46% | 58 |
|
|
2022
Q4 | $1.54K | Sell |
11,752
-678
| -5% | -$89 | ﹤0.01% | 242 |
|
|
2022
Q3 | $71.6K | Buy |
12,430
+52
| +0.4% | +$299 | 0.17% | 111 |
|
|
2022
Q2 | $81.2K | Buy |
12,378
+125
| +1% | +$820 | 0.18% | 108 |
|
|
2022
Q1 | $81.4K | Buy |
12,253
+782
| +7% | +$5.19K | 0.18% | 107 |
|
|
2021
Q4 | $65.3K | Buy |
11,471
+451
| +4% | +$2.57K | 0.15% | 109 |
|
|
2021
Q3 | $65.3K | Sell |
11,020
-79
| -0.7% | -$468 | 0.15% | 108 |
|
|
2021
Q2 | $67.2K | Buy |
11,099
+150
| +1% | +$908 | 0.16% | 103 |
|
|
2021
Q1 | $61.8K | Buy |
10,949
+922
| +9% | +$5.21K | 0.16% | 100 |
|
|
2020
Q4 | $1.52K | Buy |
10,027
+721
| +8% | +$109 | ﹤0.01% | 179 |
|
|
2020
Q3 | $1.26K | Hold |
9,306
| – | – | ﹤0.01% | 193 |
|
|
2020
Q2 | $1.27K | Sell |
9,306
-58
| -0.6% | -$8 | ﹤0.01% | 172 |
|
|
2020
Q1 | $1.01K | Buy |
+9,364
| New | +$1.01K | ﹤0.01% | 182 |
|
|
2019
Q2 | $966 | Buy |
+8,861
| New | +$966 | ﹤0.01% | 118 |
|
|
2018
Q4 | $484K | Buy |
5,015
+165
| +3% | +$15.9K | 0.18% | 94 |
|
|
2018
Q3 | $588K | Sell |
4,850
-400
| -8% | -$48.5K | 0.19% | 80 |
|
|
2018
Q2 | $581K | Buy |
5,250
+100
| +2% | +$11.1K | 0.2% | 77 |
|
|
2018
Q1 | $528K | Sell |
5,150
-175
| -3% | -$17.9K | 0.29% | 73 |
|
|
2017
Q4 | $577K | Buy |
5,325
+3,495
| +191% | +$379K | 0.31% | 70 |
|
|
2017
Q3 | $621K | Hold |
1,830
| – | – | 0.38% | 63 |
|
|
2017
Q2 | $567K | Hold |
1,830
| – | – | 0.37% | 66 |
|
|
2017
Q1 | $526K | Buy |
1,830
+620
| +51% | +$178K | 0.25% | 70 |
|
|
2016
Q4 | $336K | Buy |
+1,210
| New | +$336K | 0.23% | 68 |
|