Evolution 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 | $711K | Sell |
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2025
Q1 | $736K | Sell |
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|
2024
Q4 | $3.13M | Buy |
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|
2024
Q3 | $3.28M | Buy |
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|
2024
Q2 | $3M | Buy |
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|
2024
Q1 | $2.77M | Sell |
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|
2023
Q4 | $2.86M | Sell |
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|
2023
Q3 | $2.59M | Sell |
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|
2023
Q2 | $2.69M | Buy |
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|
2023
Q1 | $2.73M | Sell |
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|
2022
Q4 | $2.78M | Buy |
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|
2022
Q3 | $2.45M | Buy |
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|
2022
Q2 | $2.3M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $583 | Buy |
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|
2021
Q3 | $158K | Buy |
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|
2021
Q2 | $61K | Hold |
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|
2021
Q1 | $56K | Hold |
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|
2020
Q4 | $56K | Hold |
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|
2020
Q3 | $50K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $30K | Hold |
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|
2019
Q4 | $33K | Sell |
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|
2019
Q3 | $54K | Buy |
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