Modera 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $876K | Sell |
|
|||||
|
2025
Q2 | $791K | Buy |
|
|||||
|
2025
Q1 | $768K | Sell |
|
|||||
|
2024
Q4 | $802K | Sell |
|
|||||
|
2024
Q3 | $897K | Sell |
|
|||||
|
2024
Q2 | $864K | Sell |
|
|||||
|
2024
Q1 | $877K | Sell |
|
|||||
|
2023
Q4 | $903K | Sell |
|
|||||
|
2023
Q3 | $826K | Buy |
|
|||||
|
2023
Q2 | $853K | Buy |
|
|||||
|
2023
Q1 | $583K | Hold |
|
|||||
|
2022
Q4 | $592K | Sell |
|
|||||
|
2022
Q3 | $537K | Sell |
|
|||||
|
2022
Q2 | $574K | Sell |
|
|||||
|
2022
Q1 | $674K | Buy |
|
|||||
|
2021
Q4 | $763K | Sell |
|
|||||
|
2021
Q3 | $830K | Sell |
|
|||||
|
2021
Q2 | $856K | Sell |
|
|||||
|
2021
Q1 | $806K | Sell |
|
|||||
|
2020
Q4 | $825K | Sell |
|
|||||
|
2020
Q3 | $779K | Sell |
|
|||||
|
2020
Q2 | $794K | Sell |
|
|||||
|
2020
Q1 | $639K | Hold |
|
|||||
|
2019
Q4 | $715K | Sell |
|
|||||
|
2019
Q3 | $602K | Sell |
|
|||||
|
2019
Q2 | $692K | Sell |
|
|||||
|
2019
Q1 | $772K | Sell |
|
|||||
|
2018
Q4 | $693K | Sell |
|
|||||
|
2018
Q3 | $937K | Buy |
|
|||||
|
2018
Q2 | $843K | Sell |
|
|||||
|
2018
Q1 | $867K | Sell |
|
|||||
|
2017
Q4 | $892K | Sell |
|
|||||
|
2017
Q3 | $949K | Buy |
|
|||||
|
2017
Q2 | $866K | Sell |
|
|||||
|
2017
Q1 | $972K | Sell |
|
|||||
|
2016
Q4 | $985K | Sell |
|
|||||
|
2016
Q3 | $1.1M | Buy |
|
|||||
|
2016
Q2 | $846K | Sell |
|
|||||
|
2016
Q1 | $1.03M | Buy |
|