Westwood Wealth Management’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 | $870K | Sell |
6,880
-6,760
| -50% | -$855K | 0.29% | 31 |
|
|
2025
Q1 | $1.74M | Sell |
13,640
-100
| -0.7% | -$12.8K | 0.75% | 21 |
|
|
2024
Q4 | $1.82M | Sell |
13,740
-760
| -5% | -$100K | 0.66% | 19 |
|
|
2024
Q3 | $2.11M | Buy |
14,500
+2,175
| +18% | +$317K | 0.83% | 18 |
|
|
2024
Q2 | $1.69M | Sell |
12,325
-150
| -1% | -$20.6K | 0.63% | 20 |
|
|
2024
Q1 | $1.71M | Buy |
12,475
+4,060
| +48% | +$557K | 0.84% | 17 |
|
|
2023
Q4 | $1.14M | Sell |
8,415
-140
| -2% | -$19K | 0.88% | 19 |
|
|
2023
Q3 | $1.05M | Hold |
8,555
| – | – | 0.69% | 21 |
|
|
2023
Q2 | $1.09M | Buy |
8,555
+200
| +2% | +$25.4K | 0.77% | 20 |
|
|
2023
Q1 | $1.08M | Sell |
8,355
-1,236
| -13% | -$160K | 0.96% | 18 |
|
|
2022
Q4 | $1.26M | Buy |
9,591
+1,120
| +13% | +$147K | 1.51% | 13 |
|
|
2022
Q3 | $991K | Sell |
8,471
-1,400
| -14% | -$164K | 0.89% | 12 |
|
|
2022
Q2 | $1.16M | Sell |
9,871
-5,270
| -35% | -$620K | 1.34% | 11 |
|
|
2022
Q1 | $1.97K | Sell |
15,141
-13,815
| -48% | -$1.8K | 0.77% | 13 |
|
|
2021
Q4 | $4.42M | Buy |
+28,956
| New | +$4.42M | 1.88% | 13 |
|