Summit Financial’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 | $1.24M | Buy |
9,800
+5,164
| +111% | +$653K | 0.03% | 371 |
|
|
2025
Q1 | $593K | Sell |
4,636
-1,036
| -18% | -$133K | 0.02% | 474 |
|
|
2024
Q4 | $750K | Sell |
5,672
-1,056
| -16% | -$140K | 0.03% | 372 |
|
|
2024
Q3 | $980K | Buy |
6,728
+382
| +6% | +$55.6K | 0.04% | 264 |
|
|
2024
Q2 | $871K | Buy |
6,346
+614
| +11% | +$84.3K | 0.04% | 253 |
|
|
2024
Q1 | $787K | Buy |
+5,732
| New | +$787K | 0.05% | 214 |
|
|
2022
Q4 | – | Sell |
-3,191
| Closed | -$373K | – | 258 |
|
|
2022
Q3 | $373K | Buy |
3,191
+15
| +0.5% | +$1.75K | 0.04% | 195 |
|
|
2022
Q2 | $374K | Buy |
+3,176
| New | +$374K | 0.04% | 178 |
|