WJ 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 | $209K | Hold |
1,650
| – | – | 0.07% | 97 |
|
|
2025
Q1 | $211K | Hold |
1,650
| – | – | 0.07% | 77 |
|
|
2024
Q4 | $218K | Hold |
1,650
| – | – | 0.08% | 72 |
|
|
2024
Q3 | $240K | Hold |
1,650
| – | – | 0.08% | 71 |
|
|
2024
Q2 | $226K | Hold |
1,650
| – | – | 0.08% | 75 |
|
|
2024
Q1 | $226K | Sell |
1,650
-250
| -13% | -$34.3K | 0.09% | 70 |
|
|
2023
Q4 | $258K | Hold |
1,900
| – | – | 0.11% | 70 |
|
|
2023
Q3 | $232K | Sell |
1,900
-250
| -12% | -$30.6K | 0.11% | 62 |
|
|
2023
Q2 | $273K | Buy |
+2,150
| New | +$273K | 0.13% | 56 |
|
|
2023
Q1 | – | Sell |
-1,950
| Closed | -$256K | – | 57 |
|
|
2022
Q4 | $256K | Hold |
1,950
| – | – | 0.15% | 48 |
|
|
2022
Q3 | $228K | Hold |
1,950
| – | – | 0.14% | 50 |
|
|
2022
Q2 | $230K | Buy |
+1,950
| New | +$230K | 0.16% | 46 |
|
|
2020
Q3 | – | Sell |
-1,790
| Closed | -$244K | – | 35 |
|
|
2020
Q2 | $244K | Buy |
+1,790
| New | +$244K | 0.17% | 42 |
|