VERITY Wealth Advisors’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 | $1.13M | Hold |
8,898
| – | – | 0.76% | 24 |
|
|
2025
Q1 | $1.14M | Hold |
8,898
| – | – | 0.84% | 23 |
|
|
2024
Q4 | $1.18M | Hold |
8,898
| – | – | 0.85% | 21 |
|
|
2024
Q3 | $1.3M | Hold |
8,898
| – | – | 0.91% | 17 |
|
|
2024
Q2 | $1.22M | Hold |
8,898
| – | – | 0.91% | 16 |
|
|
2024
Q1 | $1.22M | Hold |
8,898
| – | – | 0.94% | 16 |
|
|
2023
Q4 | $1.21M | Hold |
8,898
| – | – | 1.04% | 16 |
|
|
2023
Q3 | $1.09M | Hold |
8,898
| – | – | 1.02% | 19 |
|
|
2023
Q2 | $1.13M | Sell |
8,898
-2,031
| -19% | -$258K | 1.01% | 19 |
|
|
2023
Q1 | $1.41M | Hold |
10,929
| – | – | 1.31% | 16 |
|
|
2022
Q4 | $1.43M | Hold |
10,929
| – | – | 1.41% | 16 |
|
|
2022
Q3 | $1.28M | Hold |
10,929
| – | – | 1.31% | 17 |
|
|
2022
Q2 | $1.29M | Buy |
10,929
+57
| +0.5% | +$6.71K | 1.25% | 18 |
|
|
2022
Q1 | $1.42M | Hold |
10,872
| – | – | 1.25% | 16 |
|
|
2021
Q4 | $1.66M | Hold |
10,872
| – | – | 1.38% | 16 |
|
|
2021
Q3 | $1.76M | Sell |
10,872
-407
| -4% | -$65.8K | 1.57% | 16 |
|
|
2021
Q2 | $1.85M | Hold |
11,279
| – | – | 1.67% | 15 |
|
|
2021
Q1 | $1.7M | Hold |
11,279
| – | – | 1.5% | 16 |
|
|
2020
Q4 | $1.71M | Sell |
11,279
-6
| -0.1% | -$909 | 1.55% | 16 |
|
|
2020
Q3 | $1.53M | Sell |
11,285
-1,015
| -8% | -$137K | 1.56% | 16 |
|
|
2020
Q2 | $1.68M | Sell |
12,300
-104
| -0.8% | -$14.2K | 1.8% | 15 |
|
|
2020
Q1 | $1.34M | Hold |
12,404
| – | – | 1.82% | 15 |
|
|
2019
Q4 | $1.5M | Hold |
12,404
| – | – | 1.44% | 17 |
|
|
2019
Q3 | $1.23M | Hold |
12,404
| – | – | 1.21% | 20 |
|
|
2019
Q2 | $1.35M | Sell |
12,404
-1,481
| -11% | -$162K | 1.33% | 19 |
|
|
2019
Q1 | $1.55M | Hold |
13,885
| – | – | 1.59% | 18 |
|
|
2018
Q4 | $1.34M | Buy |
+13,885
| New | +$1.34M | 1.54% | 18 |
|