Investment House LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.5M | Sell |
97,654
-263
| -0.3% | -$45K | 0.86% | 32 |
|
|
2025
Q4 | $16.5M | Sell |
97,917
-904
| -0.9% | -$147K | 0.79% | 35 |
|
|
2025
Q3 | $14.3M | Buy |
98,821
+3,873
| +4% | +$529K | 0.68% | 41 |
|
|
2025
Q2 | $12M | Buy |
94,948
+9,292
| +11% | +$1.14M | 0.61% | 44 |
|
|
2025
Q1 | $11M | Buy |
85,656
+2,675
| +3% | +$363K | 0.62% | 45 |
|
|
2024
Q4 | $11M | Buy |
82,981
+1,153
| +1% | +$162K | 0.6% | 46 |
|
|
2024
Q3 | $11.9M | Buy |
81,828
+1,090
| +1% | +$158K | 0.64% | 43 |
|
|
2024
Q2 | $11.1M | Buy |
80,738
+63
| +0.1% | +$8.41K | 0.63% | 42 |
|
|
2024
Q1 | $11.1M | Buy |
80,675
+11,729
| +17% | +$1.6M | 0.65% | 42 |
|
|
2023
Q4 | $9.37M | Sell |
68,946
-2,138
| -3% | -$261K | 0.66% | 42 |
|
|
2023
Q3 | $8.69M | Sell |
71,084
-1,240
| -2% | -$158K | 0.68% | 43 |
|
|
2023
Q2 | $9.18M | Sell |
72,324
-21,506
| -23% | -$2.79M | 0.69% | 41 |
|
|
2023
Q1 | $12.1M | Buy |
93,830
+1,421
| +2% | +$186K | 1% | 30 |
|
|
2022
Q4 | $12.1M | Buy |
92,409
+4,525
| +5% | +$585K | 1.14% | 27 |
|
|
2022
Q3 | $10.3M | Sell |
87,884
-1,354
| -2% | -$168K | 0.96% | 32 |
|
|
2022
Q2 | $10.5M | Buy |
89,238
+5,455
| +7% | +$648K | 0.92% | 34 |
|
|
2022
Q1 | $10.9M | Sell |
83,783
-1,055
| -1% | -$137K | 0.8% | 38 |
|
|
2021
Q4 | $12.9M | Buy |
84,838
+50
| +0.1% | +$7.74K | 0.83% | 38 |
|
|
2021
Q3 | $13.7M | Buy |
84,788
+70
| +0.1% | +$11.8K | 1% | 30 |
|
|
2021
Q2 | $13.9M | Buy |
84,718
+890
| +1% | +$137K | 0.97% | 29 |
|
|
2021
Q1 | $12.6M | Sell |
83,828
-680
| -0.8% | -$108K | 0.98% | 28 |
|
|
2020
Q4 | $12.8M | Sell |
84,508
-537
| -0.6% | -$76.7K | 0.9% | 29 |
|
|
2020
Q3 | $11.5M | Sell |
85,045
-40
| -0% | -$5.43K | 0.9% | 29 |
|
|
2020
Q2 | $11.6M | Sell |
85,085
-740
| -0.9% | -$94.3K | 1.02% | 25 |
|
|
2020
Q1 | $9.25M | Sell |
85,825
-3,670
| -4% | -$423K | 1.05% | 27 |
|
|
2019
Q4 | $10.8M | Sell |
89,495
-2,070
| -2% | -$231K | 1% | 29 |
|
|
2019
Q3 | $9.11M | Buy |
91,565
+2,810
| +3% | +$294K | 0.92% | 32 |
|
|
2019
Q2 | $9.68M | Buy |
88,755
+1,055
| +1% | +$112K | 1.01% | 29 |
|
|
2019
Q1 | $9.8M | Buy |
87,700
+4,340
| +5% | +$476K | 1.06% | 28 |
|
|
2018
Q4 | $8.04M | Buy |
83,360
+29,193
| +54% | +$3.1M | 1% | 32 |
|
|
2018
Q3 | $6.61M | Buy |
54,167
+8,130
| +18% | +$957K | 0.71% | 46 |
|
|
2018
Q2 | $5.06M | Buy |
46,037
+11,800
| +34% | +$1.26M | 0.59% | 53 |
|
|
2018
Q1 | $3.65M | Buy |
34,237
+3,247
| +10% | +$360K | 0.45% | 65 |
|
|
2017
Q4 | $3.31M | Buy |
30,990
+660
| +2% | +$70.5K | 0.4% | 68 |
|
|
2017
Q3 | $3.37M | Buy |
30,330
+75
| +0.2% | +$8.02K | 0.44% | 67 |
|
|
2017
Q2 | $3.13M | Sell |
30,255
-3,000
| -9% | -$295K | 0.42% | 69 |
|
|
2017
Q1 | $3.25M | Buy |
33,255
+3,168
| +11% | +$303K | 0.46% | 67 |
|
|
2016
Q4 | $2.66M | Buy |
30,087
+5,172
| +21% | +$471K | 0.41% | 73 |
|
|
2016
Q3 | $2.4M | Buy |
24,915
+15,540
| +166% | +$1.48M | 0.36% | 79 |
|
|
2016
Q2 | $804K | Hold |
9,375
| – | – | 0.13% | 112 |
|
|
2016
Q1 | $815K | Sell |
9,375
-120
| -1% | -$10.7K | 0.13% | 111 |
|
|
2015
Q4 | $1.07M | Hold |
9,495
| – | – | 0.17% | 100 |
|
|
2015
Q3 | $960K | Hold |
9,495
| – | – | 0.17% | 102 |
|
|
2015
Q2 | $1.17M | Sell |
9,495
-705
| -7% | -$84.4K | 0.19% | 99 |
|
|
2015
Q1 | $1.17M | Hold |
10,200
| – | – | 0.19% | 97 |
|
|
2014
Q4 | $1.03M | Buy |
10,200
+900
| +10% | +$87.5K | 0.17% | 103 |
|
|
2014
Q3 | $848K | Hold |
9,300
| – | – | 0.14% | 106 |
|
|
2014
Q2 | $797K | Buy |
9,300
+75
| +0.8% | +$5.91K | 0.14% | 106 |
|
|
2014
Q1 | $726K | Hold |
9,225
| – | – | 0.13% | 110 |
|
|
2013
Q4 | $698K | Buy |
9,225
+300
| +3% | +$21.3K | 0.13% | 109 |
|
|
2013
Q3 | $624K | Buy |
8,925
+300
| +3% | +$19.7K | 0.13% | 101 |
|
|
2013
Q2 | $500K | Buy |
+8,625
| New | +$499K | 0.11% | 103 |
|
Other funds holding IBB
CB