HBK Sorce Advisory’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
Q3 | $284K | Buy |
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|
2025
Q2 | $207K | Sell |
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|
2025
Q1 | $210K | Sell |
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|
2024
Q4 | $290K | Buy |
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|
2024
Q3 | $304K | Sell |
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|
2024
Q2 | $313K | Sell |
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|
2024
Q1 | $386K | Buy |
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|
2023
Q4 | $314K | Buy |
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|
2023
Q3 | $283K | Buy |
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|
2023
Q2 | $255K | Sell |
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|
2023
Q1 | $260K | Sell |
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|
2022
Q4 | $584K | Buy |
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|
2022
Q3 | $260K | Buy |
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|
2022
Q2 | $225K | Sell |
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|
2022
Q1 | $326K | Buy |
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|
2021
Q4 | $375K | Buy |
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|
2021
Q3 | $328K | Buy |
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|
2021
Q2 | $325K | Buy |
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|
2021
Q1 | $243K | Buy |
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|
2020
Q4 | $237K | Hold |
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|
2020
Q3 | $212K | Buy |
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|
2020
Q2 | $207K | Sell |
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|
2020
Q1 | $221K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $305K | Buy |
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|
2018
Q4 | $235K | Buy |
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|
2018
Q3 | $277K | Sell |
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|
2018
Q2 | $300K | Sell |
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|
2018
Q1 | $300K | Sell |
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|
2017
Q4 | $301K | Buy |
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|
2017
Q3 | $309K | Buy |
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|
2017
Q2 | $264K | Sell |
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|
2017
Q1 | $254K | Sell |
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|
2016
Q4 | $243K | Sell |
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|
2016
Q3 | $304K | Buy |
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|
2016
Q2 | $261K | Buy |
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|
2016
Q1 | $217K | Buy |
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