Waverly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.42M | Buy |
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|
2025
Q2 | $2.07M | Sell |
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|
2025
Q1 | $2.82M | Buy |
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|
2024
Q4 | $2.91M | Sell |
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|
2024
Q3 | $3.23M | Buy |
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|
2024
Q2 | $3.03M | Buy |
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|
2024
Q1 | $1.54M | Buy |
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|
2023
Q4 | $844K | Sell |
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|
2023
Q3 | $833K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $341K | Hold |
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|
2021
Q4 | $341K | Buy |
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|
2021
Q3 | $261K | Hold |
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|
2021
Q2 | $288K | Hold |
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|
2021
Q1 | $258K | Sell |
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|
2020
Q4 | $373K | Hold |
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|
2020
Q3 | $287K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $18K | Hold |
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|
2013
Q3 | $16K | Buy |
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