Liberty Wealth Management’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	$582K	Sell	3,447 -28	-0.8%	-$4.79K	0.07%	134
2025 Q4	$586K	Buy	3,475 +3	+0.1%	+$487	0.08%	126
2025 Q3	$501K	Sell	3,472 -107	-3%	-$14.6K	0.07%	131
2025 Q2	$453K	Buy	3,579 +2	+0.1%	+$246	0.07%	135
2025 Q1	$457K	Buy	3,577 +2	+0.1%	+$271	0.09%	96
2024 Q4	$473K	Sell	3,575 -368	-9%	-$51.7K	0.08%	123
2024 Q3	$574K	Sell	3,943 -27	-0.7%	-$3.91K	0.1%	109
2024 Q2	$545K	Sell	3,970 -189	-5%	-$25.2K	0.1%	109
2024 Q1	$571K	Buy	4,159 +193	+5%	+$26.4K	0.11%	98
2023 Q4	$539K	Buy	3,966 +10	+0.3%	+$1.22K	0.12%	94
2023 Q3	$484K	Sell	3,956 -94	-2%	-$12K	0.12%	94
2023 Q2	$514K	Hold	4,050	–	–	0.13%	88
2023 Q1	$523K	Buy	+4,050	New	+$530K	0.11%	123
2022 Q3	$473K	Hold	4,046	–	–	0.13%	89
2022 Q2	$476K	Buy	4,046 +145	+4%	+$17.2K	0.19%	84
2022 Q1	$508K	Buy	+3,901	New	+$508K	0.18%	77
2021 Q4	–	Sell	-3,613	Closed	-$559K	–	92
2021 Q3	$584K	Buy	3,613 +2	+0.1%	+$337	0.21%	71
2021 Q2	$591K	Buy	3,611 +2	+0.1%	+$308	0.23%	64
2021 Q1	$587K	Hold	3,609	–	–	0.29%	54
2020 Q4	$587K	Sell	3,609 -298	-8%	-$42.6K	0.29%	54
2020 Q3	$529K	Sell	3,907 -212	-5%	-$28.8K	0.31%	48
2020 Q2	$563K	Buy	4,119 +206	+5%	+$26.3K	0.4%	41
2020 Q1	$422K	Sell	3,913 -285	-7%	-$32.8K	0.37%	47
2019 Q4	$506K	Buy	4,198 +323	+8%	+$36K	0.4%	48
2019 Q3	$386K	Sell	3,875 -1,065	-22%	-$111K	0.37%	51
2019 Q2	$539K	Buy	4,940 +953	+24%	+$101K	0.47%	47
2019 Q1	$445K	Sell	3,987 -255	-6%	-$28K	0.34%	46
2018 Q4	$409K	Buy	+4,242	New	+$450K	0.31%	45