JFS 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 | $5.69K | Hold |
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|
2025
Q1 | $5.82K | Hold |
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|
2024
Q4 | $6.01K | Hold |
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|
2024
Q3 | $6.62K | Hold |
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|
2024
Q2 | $6.25K | Hold |
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|
2024
Q1 | $6.24K | Sell |
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|
2023
Q4 | $93.3K | Sell |
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|
2023
Q3 | $115K | Hold |
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|
2023
Q2 | $119K | Hold |
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|
2023
Q1 | $121K | Hold |
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|
2022
Q4 | $123K | Hold |
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|
2022
Q3 | $110K | Hold |
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|
2022
Q2 | $110K | Hold |
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|
2022
Q1 | $122K | Hold |
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|
2021
Q4 | $143K | Sell |
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|
2021
Q3 | $180K | Buy |
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|
2021
Q2 | $32K | Hold |
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|
2021
Q1 | $29K | Hold |
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|
2020
Q4 | $30K | Sell |
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|
2020
Q3 | $36K | Buy |
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|
2020
Q2 | $6K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $4K | Buy |
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|
2017
Q4 | $0 | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $10K | Hold |
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|
2016
Q1 | $10K | Hold |
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|
2015
Q4 | $14K | Hold |
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|
2015
Q3 | $12K | Hold |
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|
2015
Q2 | $15K | Hold |
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|
2015
Q1 | $14K | Hold |
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|
2014
Q4 | $12K | Hold |
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|
2014
Q3 | $11K | Hold |
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|
2014
Q2 | $10K | Buy |
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