BigSur Wealth Management’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 | $1.19M | Hold |
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|
2025
Q2 | $1.04M | Hold |
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|
2025
Q1 | $1.06M | Buy |
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|
2024
Q4 | $822K | Hold |
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|
2024
Q3 | $906K | Hold |
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|
2024
Q2 | $854K | Hold |
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|
2024
Q1 | $854K | Buy |
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|
2023
Q4 | $306K | Hold |
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|
2023
Q3 | $275K | Hold |
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|
2023
Q2 | $286K | Hold |
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|
2023
Q1 | $291K | Hold |
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|
2022
Q4 | $295K | Hold |
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|
2022
Q3 | $263K | Hold |
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|
2022
Q2 | $265K | Hold |
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|
2022
Q1 | $293K | Sell |
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|
2021
Q4 | $641K | Hold |
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|
2021
Q3 | $679K | Sell |
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|
2021
Q2 | $1.01M | Hold |
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|
2021
Q1 | $933K | Sell |
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|
2020
Q4 | $2.34M | Hold |
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|
2020
Q3 | $2.09M | Buy |
|