EP Wealth Advisors’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
Q2 | $840K | Sell |
|
|||||
|
2025
Q1 | $1.14M | Sell |
|
|||||
|
2024
Q4 | $1.19M | Sell |
|
|||||
|
2024
Q3 | $1.41M | Buy |
|
|||||
|
2024
Q2 | $1.23M | Sell |
|
|||||
|
2024
Q1 | $1.36M | Buy |
|
|||||
|
2023
Q4 | $1.26M | Buy |
|
|||||
|
2023
Q3 | $1.07M | Sell |
|
|||||
|
2023
Q2 | $1.16M | Buy |
|
|||||
|
2023
Q1 | $2.5M | Buy |
|
|||||
|
2022
Q4 | $440K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $121K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $577K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $250K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $222K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $234K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $327K | Buy |
|
|||||
|
2016
Q2 | $277K | Hold |
|
|||||
|
2016
Q1 | $280K | Buy |
|
|||||
|
2015
Q4 | $357K | Buy |
|
|||||
|
2015
Q3 | $305K | Buy |
|