Kestra Private Wealth Services’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 | $897K | Sell |
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|
2025
Q2 | $862K | Buy |
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|
2025
Q1 | $836K | Buy |
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|
2024
Q4 | $842K | Buy |
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|
2024
Q3 | $740K | Buy |
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|
2024
Q2 | $622K | Sell |
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|
2024
Q1 | $685K | Sell |
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|
2023
Q4 | $739K | Sell |
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|
2023
Q3 | $833K | Sell |
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|
2023
Q2 | $1.04M | Sell |
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|
2023
Q1 | $1.07M | Buy |
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | $687K | Buy |
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|
2022
Q2 | $675K | Sell |
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|
2022
Q1 | $820K | Buy |
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|
2021
Q4 | $918K | Sell |
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|
2021
Q3 | $1.12M | Buy |
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|
2021
Q2 | $983K | Buy |
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|
2021
Q1 | $767K | Sell |
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|
2020
Q4 | $894K | Sell |
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|
2020
Q3 | $849K | Buy |
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