SWA
SOA Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.7K | Sell |
582
-186
| -24% | -$23.5K | 0.01% | 311 |
|
|
2025
Q1 | $98.3K | Sell |
768
-24
| -3% | -$3.07K | 0.02% | 262 |
|
|
2024
Q4 | $105K | Hold |
792
| – | – | 0.02% | 247 |
|
|
2024
Q3 | $115K | Buy |
792
+1
| +0.1% | +$146 | 0.02% | 239 |
|
|
2024
Q2 | $109K | Hold |
791
| – | – | 0.02% | 241 |
|
|
2024
Q1 | $109K | Buy |
791
+1
| +0.1% | +$137 | 0.02% | 236 |
|
|
2023
Q4 | $107K | Buy |
790
+1
| +0.1% | +$136 | 0.02% | 228 |
|
|
2023
Q3 | $96.5K | Hold |
789
| – | – | 0.02% | 230 |
|
|
2023
Q2 | $100K | Sell |
789
-222
| -22% | -$28.2K | 0.02% | 234 |
|
|
2023
Q1 | $131K | Sell |
1,011
-125
| -11% | -$16.1K | 0.03% | 201 |
|
|
2022
Q4 | $149K | Buy |
1,136
+127
| +13% | +$16.7K | 0.04% | 184 |
|
|
2022
Q3 | $118K | Hold |
1,009
| – | – | 0.04% | 187 |
|
|
2022
Q2 | $118K | Hold |
1,009
| – | – | 0.03% | 190 |
|
|
2022
Q1 | $131K | Buy |
1,009
+1
| +0.1% | +$130 | 0.03% | 210 |
|
|
2021
Q4 | $155K | Sell |
1,008
-80
| -7% | -$12.3K | 0.04% | 185 |
|
|
2021
Q3 | $175K | Buy |
1,088
+210
| +24% | +$33.8K | 0.04% | 165 |
|
|
2021
Q2 | $143K | Sell |
878
-7
| -0.8% | -$1.14K | 0.04% | 188 |
|
|
2021
Q1 | $133K | Buy |
885
+88
| +11% | +$13.2K | 0.04% | 173 |
|
|
2020
Q4 | $135K | Buy |
+797
| New | +$135K | 0.04% | 167 |
|