Kovitz Investment Group Partners’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 | $530K | Buy |
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|
2025
Q1 | $525K | Sell |
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|
2024
Q4 | $547K | Sell |
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|
2024
Q3 | $550K | Buy |
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|
2024
Q2 | $417K | Sell |
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|
2024
Q1 | $453K | Sell |
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|
2023
Q4 | $509K | Sell |
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|
2023
Q3 | $473K | Buy |
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|
2023
Q2 | $491K | Sell |
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|
2023
Q1 | $520K | Buy |
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|
2022
Q4 | $352K | Sell |
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|
2022
Q3 | $493K | Sell |
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|
2022
Q2 | $512K | Sell |
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|
2022
Q1 | $647K | Sell |
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|
2021
Q4 | $2.44M | Buy |
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|
2021
Q3 | $2.26M | Sell |
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|
2021
Q2 | $2.37M | Buy |
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|
2021
Q1 | $1.59M | Sell |
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|
2020
Q4 | $2.43M | Sell |
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|
2020
Q3 | $2.27M | Sell |
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|
2020
Q2 | $2.37M | Sell |
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|
2020
Q1 | $2.29M | Sell |
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|
2019
Q4 | $3.21M | Sell |
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|
2019
Q3 | $2.85M | Buy |
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|
2019
Q2 | $2.93M | Buy |
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|
2019
Q1 | $2.68M | Buy |
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