Liberty Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Buy |
3,579
+2
| +0.1% | +$253 | 0.07% | 135 |
|
|
2025
Q1 | $457K | Buy |
3,577
+2
| +0.1% | +$256 | 0.09% | 96 |
|
|
2024
Q4 | $473K | Sell |
3,575
-368
| -9% | -$48.7K | 0.08% | 123 |
|
|
2024
Q3 | $574K | Sell |
3,943
-27
| -0.7% | -$3.93K | 0.1% | 109 |
|
|
2024
Q2 | $545K | Sell |
3,970
-189
| -5% | -$25.9K | 0.1% | 109 |
|
|
2024
Q1 | $571K | Buy |
4,159
+193
| +5% | +$26.5K | 0.11% | 98 |
|
|
2023
Q4 | $539K | Buy |
3,966
+10
| +0.3% | +$1.36K | 0.12% | 94 |
|
|
2023
Q3 | $484K | Sell |
3,956
-94
| -2% | -$11.5K | 0.12% | 94 |
|
|
2023
Q2 | $514K | Hold |
4,050
| – | – | 0.13% | 88 |
|
|
2023
Q1 | $523K | Buy |
+4,050
| New | +$523K | 0.11% | 123 |
|
|
2022
Q3 | $473K | Hold |
4,046
| – | – | 0.13% | 89 |
|
|
2022
Q2 | $476K | Buy |
4,046
+145
| +4% | +$17.1K | 0.19% | 84 |
|
|
2022
Q1 | $508K | Buy |
+3,901
| New | +$508K | 0.18% | 77 |
|
|
2021
Q4 | – | Sell |
-3,613
| Closed | -$584K | – | 92 |
|
|
2021
Q3 | $584K | Buy |
3,613
+2
| +0.1% | +$323 | 0.21% | 71 |
|
|
2021
Q2 | $591K | Buy |
3,611
+2
| +0.1% | +$327 | 0.23% | 64 |
|
|
2021
Q1 | $587K | Hold |
3,609
| – | – | 0.29% | 54 |
|
|
2020
Q4 | $587K | Sell |
3,609
-298
| -8% | -$48.5K | 0.29% | 54 |
|
|
2020
Q3 | $529K | Sell |
3,907
-212
| -5% | -$28.7K | 0.31% | 48 |
|
|
2020
Q2 | $563K | Buy |
4,119
+206
| +5% | +$28.2K | 0.4% | 41 |
|
|
2020
Q1 | $422K | Sell |
3,913
-285
| -7% | -$30.7K | 0.37% | 47 |
|
|
2019
Q4 | $506K | Buy |
4,198
+323
| +8% | +$38.9K | 0.4% | 48 |
|
|
2019
Q3 | $386K | Sell |
3,875
-1,065
| -22% | -$106K | 0.37% | 51 |
|
|
2019
Q2 | $539K | Buy |
4,940
+953
| +24% | +$104K | 0.47% | 47 |
|
|
2019
Q1 | $445K | Sell |
3,987
-255
| -6% | -$28.5K | 0.34% | 46 |
|
|
2018
Q4 | $409K | Buy |
+4,242
| New | +$409K | 0.31% | 45 |
|