Comprehensive Financial Consultants Institutional’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
$244K Hold
1,932
0.08% 170
2025
Q1
$247K Sell
1,932
-971
-33% -$124K 0.09% 160
2024
Q4
$384K Sell
2,903
-1,030
-26% -$136K 0.14% 132
2024
Q3
$573K Sell
3,933
-255
-6% -$37.1K 0.21% 114
2024
Q2
$575K Sell
4,188
-5
-0.1% -$686 0.23% 111
2024
Q1
$575K Hold
4,193
0.24% 113
2023
Q4
$570K Hold
4,193
0.26% 108
2023
Q3
$513K Hold
4,193
0.27% 109
2023
Q2
$542K Buy
4,193
+100
+2% +$12.9K 0.29% 106
2023
Q1
$529K Buy
4,093
+30
+0.7% +$3.88K 0.3% 105
2022
Q4
$549K Buy
4,063
+9
+0.2% +$1.22K 0.33% 104
2022
Q3
$496K Sell
4,054
-272
-6% -$33.3K 0.33% 104
2022
Q2
$534K Sell
4,326
-65
-1% -$8.02K 0.38% 101
2022
Q1
$497K Buy
4,391
+400
+10% +$45.3K 0.35% 102
2021
Q4
$504K Buy
+3,991
New +$504K 0.32% 96