Sowell Financial Services’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	$414K	Sell	2,453 -218	-8%	-$37.3K	0.02%	706
2025 Q4	$451K	Buy	2,671 +101	+4%	+$16.4K	0.02%	680
2025 Q3	$371K	Buy	2,570 +20	+0.8%	+$2.73K	0.01%	741
2025 Q2	$323K	Sell	2,550 -304	-11%	-$37.3K	0.01%	753
2025 Q1	$365K	Buy	+2,854	New	+$387K	0.02%	683
2023 Q2	–	Sell	-3,126	Closed	-$404K	–	670
2023 Q1	$404K	Buy	+3,126	New	+$409K	0.03%	493
2021 Q2	–	Sell	-1,571	Closed	-$233K	–	1518
2021 Q1	$233K	Buy	1,571 +18	+1%	+$2.86K	0.01%	969
2020 Q4	$235K	Buy	1,553 +43	+3%	+$6.14K	0.01%	783
2020 Q3	$205K	Sell	1,510 -1,061	-41%	-$144K	0.01%	718
2020 Q2	$351K	Buy	2,571 +1,455	+130%	+$185K	0.02%	551
2020 Q1	$120K	Buy	1,116 +29	+3%	+$3.34K	0.01%	791
2019 Q4	$131K	Hold	1,087	–	–	0.01%	832
2019 Q3	$108K	Buy	+1,087	New	+$114K	0.01%	804
2017 Q1	–	Sell	-450	Closed	-$44K	–	403
2016 Q4	$44K	Buy	+450	New	+$41K	0.01%	355