Novak & Powell Financial Services’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 | $1.05M | Sell |
8,323
-2,392
| -22% | -$303K | 0.73% | 27 |
|
|
2025
Q1 | $1.37M | Sell |
10,715
-627
| -6% | -$80.2K | 0.85% | 31 |
|
|
2024
Q4 | $1.5M | Sell |
11,342
-251
| -2% | -$33.2K | 0.89% | 28 |
|
|
2024
Q3 | $1.69M | Buy |
11,593
+3
| +0% | +$437 | 0.98% | 28 |
|
|
2024
Q2 | $1.59M | Buy |
11,590
+2,856
| +33% | +$392K | 0.99% | 27 |
|
|
2024
Q1 | $1.2M | Sell |
8,734
-2,695
| -24% | -$370K | 0.9% | 26 |
|
|
2023
Q4 | $1.56M | Buy |
+11,429
| New | +$1.56M | 1.04% | 25 |
|