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Broadleaf Partners’s iShares Biotechnology ETF IBB Stock Holding History

Broadleaf Partners’s Portfolio IBB Stock Details IBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,122
Closed -$309K – 80
2024
Q3 		$309K Hold
2,122
– – 0.07% 68
2024
Q2 		$291K Sell
2,122
-21
-1% -$2.88K 0.07% 65
2024
Q1 		$294K Sell
2,143
-221
-9% -$30.3K 0.08% 70
2023
Q4 		$321K Sell
2,364
-45
-2% -$6.11K 0.09% 66
2023
Q3 		$295K Hold
2,409
– – 0.1% 59
2023
Q2 		$306K Hold
2,409
– – 0.1% 62
2023
Q1 		$311K Hold
2,409
– – 0.11% 64
2022
Q4 		$316K Hold
2,409
– – 0.12% 56
2022
Q3 		$282K Hold
2,409
– – 0.12% 60
2022
Q2 		$283K Sell
2,409
-35
-1% -$4.11K 0.12% 59
2022
Q1 		$318K Sell
2,444
-443
-15% -$57.6K 0.11% 58
2021
Q4 		$441K Hold
2,887
– – 0.14% 54
2021
Q3 		$467K Hold
2,887
– – 0.15% 54
2021
Q2 		$472K Sell
2,887
-37
-1% -$6.05K 0.16% 54
2021
Q1 		$440K Hold
2,924
– – 0.17% 54
2020
Q4 		$443K Hold
2,924
– – 0.17% 51
2020
Q3 		$396K Hold
2,924
– – 0.17% 51
2020
Q2 		$400K Hold
2,924
– – 0.2% 48
2020
Q1 		$315K Buy
2,924
+420
+17% +$45.2K 0.2% 50
2019
Q4 		$302K Hold
2,504
– – 0.17% 52
2019
Q3 		$249K Sell
2,504
-5
-0.2% -$497 0.16% 52
2019
Q2 		$274K Buy
2,509
+50
+2% +$5.46K 0.18% 47
2019
Q1 		$275K Hold
2,459
– – 0.19% 43
2018
Q4 		$237K Buy
2,459
+95
+4% +$9.16K 0.19% 45
2018
Q3 		$288K Hold
2,364
– – 0.19% 46
2018
Q2 		$260K Hold
2,364
– – 0.19% 46
2018
Q1 		$252K Buy
2,364
+48
+2% +$5.12K 0.19% 45
2017
Q4 		$247K Buy
+2,316
New +$247K 0.21% 43