Mutual Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Mutual Advisors’s Portfolio IBB Stock Details IBB Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.05M	Sell	7,730 -1,359	-15%	-$184K	0.03%	490
2025 Q1	$1.12M	Sell	9,089 -211	-2%	-$26K	0.03%	418
2024 Q4	$1.24M	Sell	9,300 -300	-3%	-$39.9K	0.04%	414
2024 Q3	$1.36M	Sell	9,600 -108	-1%	-$15.3K	0.04%	379
2024 Q2	$1.44M	Sell	9,708 -1,100	-10%	-$163K	0.04%	356
2024 Q1	$1.48M	Buy	10,808 +747	+7%	+$103K	0.05%	343
2023 Q4	$1.37M	Sell	10,061 -1,626	-14%	-$221K	0.05%	364
2023 Q3	$1.43M	Sell	11,687 -12,579	-52%	-$1.54M	0.06%	330
2023 Q2	$3.08M	Buy	24,266 +1,702	+8%	+$216K	0.12%	177
2023 Q1	$2.91M	Sell	22,564 -672	-3%	-$86.8K	0.12%	174
2022 Q4	$3.05M	Sell	23,236 -379	-2%	-$49.8K	0.14%	158
2022 Q3	$2.76M	Buy	23,615 +1,762	+8%	+$206K	0.14%	145
2022 Q2	$2.57M	Sell	21,853 -1,920	-8%	-$226K	0.17%	146
2022 Q1	$3.1M	Buy	23,773 +3,978	+20%	+$518K	0.17%	133
2021 Q4	$3.02M	Buy	19,795 +251	+1%	+$38.3K	0.16%	150
2021 Q3	$3.16M	Buy	19,544 +4,393	+29%	+$710K	0.19%	131
2021 Q2	$2.48M	Buy	15,151 +2,183	+17%	+$357K	0.15%	173
2021 Q1	$1.95M	Sell	12,968 -143	-1%	-$21.5K	0.13%	186
2020 Q4	$1.99M	Sell	13,111 -171	-1%	-$25.9K	0.15%	164
2020 Q3	$1.8M	Buy	13,282 +105	+0.8%	+$14.2K	0.16%	154
2020 Q2	$1.8M	Sell	13,177 -368	-3%	-$50.3K	0.18%	141
2020 Q1	$1.46M	Buy	13,545 +284	+2%	+$30.6K	0.2%	138
2019 Q4	$1.6M	Buy	13,261 +650	+5%	+$78.3K	0.17%	145
2019 Q3	$1.26M	Buy	12,611 +92	+0.7%	+$9.16K	0.17%	151
2019 Q2	$1.37M	Sell	12,519 -9	-0.1%	-$982	0.18%	139
2019 Q1	$1.4M	Buy	12,528 +650	+5%	+$72.7K	0.21%	117
2018 Q4	$1.15M	Sell	11,878 -104	-0.9%	-$10K	0.23%	112
2018 Q3	$1.46M	Buy	11,982 +2,755	+30%	+$336K	0.22%	111
2018 Q2	$1.01M	Buy	9,227 +48	+0.5%	+$5.27K	0.23%	137
2018 Q1	$980K	Buy	9,179 +1,248	+16%	+$133K	0.25%	134
2017 Q4	$847K	Buy	+7,931	New	+$847K	0.32%	99