iShares NASDAQ Biotechnology Index shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of iShares NASDAQ Biotechnology Index (IBB) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group investment in iShares NASDAQ Biotechnology Index
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Quarterly reported holdings in iShares NASDAQ Biotechnology Index by Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $440k | 3.0k | 145.62 |
| 2024-06-30 | $415k | 3.0k | 137.27 |
| 2024-03-31 | $415k | 3.0k | 137.22 |
| 2023-09-30 | $370k | 3.0k | 122.30 |
| 2023-06-30 | $384k | 3.0k | 126.97 |
| 2023-03-31 | $390k | 3.0k | 129.17 |
| 2022-12-31 | $397k | 3.0k | 131.30 |
| 2022-09-30 | $353k | 3.0k | 116.81 |
| 2022-06-30 | $354k | 3.0k | 117.65 |
| 2022-03-31 | $392k | 3.0k | 130.28 |
| 2021-12-31 | $451k | 3.0k | 152.47 |
| 2021-09-30 | $478k | 3.0k | 161.60 |
| 2021-06-30 | $483k | 2.9k | 166.84 |
| 2021-03-31 | $436k | 2.9k | 150.60 |
| 2020-12-31 | $419k | 2.8k | 151.32 |
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