SOA Wealth 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
2026 Q1	$76.7K	Hold	454	–	–	0.01%	299
2025 Q4	$76.6K	Hold	454	–	–	0.01%	308
2025 Q3	$65.5K	Sell	454 -128	-22%	-$17.5K	0.01%	342
2025 Q2	$73.7K	Sell	582 -186	-24%	-$22.8K	0.01%	311
2025 Q1	$98.3K	Sell	768 -24	-3%	-$3.25K	0.02%	262
2024 Q4	$105K	Hold	792	–	–	0.02%	247
2024 Q3	$115K	Buy	792 +1	+0.1%	+$145	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%	+$122	0.02%	228
2023 Q3	$96.5K	Hold	789	–	–	0.02%	230
2023 Q2	$100K	Sell	789 -222	-22%	-$28.8K	0.02%	234
2023 Q1	$131K	Sell	1,011 -125	-11%	-$16.4K	0.03%	201
2022 Q4	$149K	Buy	1,136 +127	+13%	+$16.4K	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%	-$12.4K	0.04%	185
2021 Q3	$175K	Buy	1,088 +210	+24%	+$35.3K	0.04%	165
2021 Q2	$143K	Sell	878 -7	-0.8%	-$1.08K	0.04%	188
2021 Q1	$133K	Buy	885 +88	+11%	+$14K	0.04%	173
2020 Q4	$135K	Buy	+797	New	+$114K	0.04%	167