Security National Bank of Sioux City Iowa’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 | $1.23M | Buy |
9,709
+50
| +0.5% | +$6.33K | 0.86% | 46 |
|
|
2025
Q1 | $1.24M | Buy |
9,659
+422
| +5% | +$54K | 0.9% | 49 |
|
|
2024
Q4 | $1.22M | Sell |
9,237
-30
| -0.3% | -$3.97K | 0.85% | 51 |
|
|
2024
Q3 | $1.35M | Buy |
9,267
+2
| +0% | +$291 | 0.82% | 50 |
|
|
2024
Q2 | $1.27M | Sell |
9,265
-97
| -1% | -$13.3K | 0.92% | 46 |
|
|
2024
Q1 | $1.28M | Buy |
9,362
+35
| +0.4% | +$4.8K | 0.91% | 47 |
|
|
2023
Q4 | $1.27M | Sell |
9,327
-75
| -0.8% | -$10.2K | 0.96% | 47 |
|
|
2023
Q3 | $1.15M | Sell |
9,402
-180
| -2% | -$22K | 0.9% | 46 |
|
|
2023
Q2 | $1.22M | Buy |
+9,582
| New | +$1.22M | 0.92% | 46 |
|
|
2022
Q4 | $1.24M | Sell |
9,420
-50
| -0.5% | -$6.57K | 0.95% | 48 |
|
|
2022
Q3 | $1.11M | Sell |
9,470
-15
| -0.2% | -$1.76K | 0.99% | 44 |
|
|
2022
Q2 | $1.12M | Buy |
9,485
+40
| +0.4% | +$4.71K | 0.95% | 45 |
|
|
2022
Q1 | $1.23M | Buy |
9,445
+542
| +6% | +$70.6K | 0.92% | 47 |
|
|
2021
Q4 | $1.36M | Buy |
8,903
+486
| +6% | +$74.1K | 0.93% | 46 |
|
|
2021
Q3 | $1.36M | Buy |
8,417
+177
| +2% | +$28.6K | 1.05% | 41 |
|
|
2021
Q2 | $1.35M | Sell |
8,240
-83
| -1% | -$13.6K | 1.06% | 41 |
|
|
2021
Q1 | $1.25M | Buy |
8,323
+352
| +4% | +$53K | 1.01% | 43 |
|
|
2020
Q4 | $1.21M | Buy |
7,971
+364
| +5% | +$55.1K | 1.03% | 41 |
|
|
2020
Q3 | $1.03M | Sell |
7,607
-45
| -0.6% | -$6.09K | 0.97% | 41 |
|
|
2020
Q2 | $1.05M | Sell |
7,652
-151
| -2% | -$20.6K | 1.12% | 40 |
|
|
2020
Q1 | $841K | Sell |
7,803
-696
| -8% | -$75K | 1.09% | 40 |
|
|
2019
Q4 | $1.02M | Buy |
8,499
+10
| +0.1% | +$1.21K | 1% | 42 |
|
|
2019
Q3 | $844K | Buy |
8,489
+44
| +0.5% | +$4.38K | 0.97% | 39 |
|
|
2019
Q2 | $922K | Sell |
8,445
-88
| -1% | -$9.61K | 1.09% | 36 |
|
|
2019
Q1 | $954K | Sell |
8,533
-1,028
| -11% | -$115K | 1.1% | 35 |
|
|
2018
Q4 | $922K | Buy |
9,561
+51
| +0.5% | +$4.92K | 0.95% | 43 |
|
|
2018
Q3 | $1.16M | Buy |
9,510
+614
| +7% | +$74.9K | 1.02% | 45 |
|
|
2018
Q2 | $977K | Sell |
8,896
-137
| -2% | -$15K | 0.92% | 51 |
|
|
2018
Q1 | $964K | Sell |
9,033
-39
| -0.4% | -$4.16K | 0.9% | 52 |
|
|
2017
Q4 | $969K | Sell |
9,072
-129
| -1% | -$13.8K | 0.88% | 51 |
|
|
2017
Q3 | $1.02M | Buy |
9,201
+258
| +3% | +$28.7K | 1% | 49 |
|
|
2017
Q2 | $925K | Buy |
8,943
+81
| +0.9% | +$8.38K | 0.91% | 54 |
|
|
2017
Q1 | $867K | Sell |
8,862
-234
| -3% | -$22.9K | 0.86% | 57 |
|
|
2016
Q4 | $804K | Hold |
9,096
| – | – | 0.84% | 62 |
|
|
2016
Q3 | $877K | Sell |
9,096
-75
| -0.8% | -$7.23K | 0.98% | 47 |
|
|
2016
Q2 | $787K | Buy |
9,171
+30
| +0.3% | +$2.57K | 0.89% | 53 |
|
|
2016
Q1 | $795K | Sell |
9,141
-369
| -4% | -$32.1K | 0.93% | 51 |
|
|
2015
Q4 | $1.07M | Sell |
9,510
-24
| -0.3% | -$2.71K | 1.06% | 44 |
|
|
2015
Q3 | $964K | Sell |
9,534
-9,849
| -51% | -$996K | 1.13% | 49 |
|
|
2015
Q2 | $2.38M | Sell |
19,383
-438
| -2% | -$53.9K | 2.6% | 5 |
|
|
2015
Q1 | $2.27M | Sell |
19,821
-411
| -2% | -$47K | 2.44% | 7 |
|
|
2014
Q4 | $2.05M | Sell |
20,232
-678
| -3% | -$68.5K | 2.29% | 9 |
|
|
2014
Q3 | $1.91M | Buy |
20,910
+255
| +1% | +$23.3K | 2.13% | 11 |
|
|
2014
Q2 | $1.77M | Sell |
20,655
-198
| -0.9% | -$17K | 2% | 11 |
|
|
2014
Q1 | $1.64M | Sell |
20,853
-75
| -0.4% | -$5.91K | 1.92% | 13 |
|
|
2013
Q4 | $1.58M | Sell |
20,928
-726
| -3% | -$55K | 1.92% | 12 |
|
|
2013
Q3 | $1.51M | Sell |
21,654
-525
| -2% | -$36.7K | 2.2% | 12 |
|
|
2013
Q2 | $1.29M | Buy |
+22,179
| New | +$1.29M | 2.01% | 12 |
|