Moneta Group Investment Advisors’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 | $569K | Buy |
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|
2025
Q1 | $499K | Sell |
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|
2024
Q4 | $536K | Sell |
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|
2024
Q3 | $595K | Buy |
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|
2024
Q2 | $522K | Sell |
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|
2024
Q1 | $532K | Sell |
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|
2023
Q4 | $601K | Sell |
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|
2023
Q3 | $555K | Buy |
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|
2023
Q2 | $576K | Sell |
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|
2023
Q1 | $592K | Buy |
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|
2022
Q4 | $571K | Buy |
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|
2022
Q3 | $397K | Sell |
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|
2022
Q2 | $458K | Buy |
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|
2022
Q1 | $348K | Buy |
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|
2021
Q4 | $320K | Buy |
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|
2021
Q3 | $225K | Buy |
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|
2021
Q2 | $206K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $85K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $687K | Hold |
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|
2014
Q4 | $607K | Hold |
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|
2014
Q3 | $547K | Hold |
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|
2014
Q2 | $514K | Hold |
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|
2014
Q1 | $473K | Hold |
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|
2013
Q4 | $454K | Hold |
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|
2013
Q3 | $419K | Buy |
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|
2013
Q2 | $261K | Buy |
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