Ascent 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
Q3
$671K Hold
2025
Q2
$588K Hold
2025
Q1
$594K Sell
2024
Q4
$632K Sell
2024
Q3
$740K Sell
2024
Q2
$740K Hold
2024
Q1
$739K Sell
2023
Q4
$821K Sell
2023
Q3
$723K Sell
2023
Q2
$875K Sell
2023
Q1
$967K Sell
2022
Q4
$1.02M Buy
2022
Q3
$1M Hold
2022
Q2
$968K Hold
2022
Q1
$1.02M Buy
2021
Q4
$1M Buy