Essex Financial Services’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 | $848K | Hold |
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|
2025
Q1 | $857K | Sell |
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|
2024
Q4 | $920K | Sell |
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|
2024
Q3 | $1M | Sell |
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|
2024
Q2 | $1.16M | Buy |
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|
2024
Q1 | $967K | Buy |
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|
2023
Q4 | $878K | Sell |
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|
2023
Q3 | $844K | Hold |
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|
2023
Q2 | $876K | Sell |
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|
2023
Q1 | $894K | Sell |
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|
2022
Q4 | $931K | Sell |
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|
2022
Q3 | $846K | Sell |
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|
2022
Q2 | $865K | Sell |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $1.24M | Buy |
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|
2021
Q3 | $1.25M | Buy |
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|
2021
Q2 | $991K | Hold |
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|
2021
Q1 | $991K | Buy |
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|
2020
Q4 | $943K | Buy |
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|
2020
Q3 | $634K | Buy |
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|
2020
Q2 | $506K | Buy |
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|
2020
Q1 | $378K | Buy |
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|
2019
Q4 | $261K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $656K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $327K | Buy |
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|
2017
Q1 | $262K | Sell |
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|
2016
Q4 | $244K | Buy |
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|
2016
Q3 | $222K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $473K | Sell |
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|
2015
Q4 | $992K | Sell |
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|
2015
Q3 | $917K | Sell |
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|
2015
Q2 | $1.14M | Buy |
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|
2015
Q1 | $990K | Buy |
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|
2014
Q4 | $751K | Buy |
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|
2014
Q3 | $607K | Buy |
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|
2014
Q2 | $444K | Buy |
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|
2014
Q1 | $386K | Buy |
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