Heritage 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 | $221K | Hold |
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|
2025
Q1 | $224K | Hold |
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|
2024
Q4 | $231K | Hold |
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|
2024
Q3 | $255K | Hold |
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|
2024
Q2 | $240K | Hold |
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|
2024
Q1 | $240K | Hold |
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|
2023
Q4 | $238K | Hold |
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|
2023
Q3 | $214K | Hold |
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|
2023
Q2 | $222K | Hold |
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|
2023
Q1 | $226K | Hold |
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|
2022
Q4 | $230K | Hold |
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|
2022
Q3 | $205K | Hold |
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|
2022
Q2 | $206K | Hold |
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|
2022
Q1 | $228K | Hold |
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|
2021
Q4 | $267K | Hold |
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|
2021
Q3 | $283K | Hold |
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|
2021
Q2 | $286K | Hold |
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|
2021
Q1 | $263K | Hold |
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|
2020
Q4 | $265K | Hold |
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|
2020
Q3 | $237K | Hold |
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|
2020
Q2 | $239K | Hold |
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|
2020
Q1 | $189K | Hold |
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|
2019
Q4 | $211K | Sell |
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|
2019
Q3 | $180K | Hold |
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|
2019
Q2 | $197K | Hold |
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|
2019
Q1 | $202K | Sell |
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|
2018
Q4 | $217K | Buy |
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|
2018
Q3 | $7K | Buy |
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