Williams Jones Wealth Management’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 | $5.2M | Sell |
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|
2025
Q2 | $5.07M | Sell |
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|
2025
Q1 | $5.51M | Sell |
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|
2024
Q4 | $6.27M | Sell |
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|
2024
Q3 | $7.98M | Sell |
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|
2024
Q2 | $7.96M | Sell |
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|
2024
Q1 | $8.13M | Sell |
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|
2023
Q4 | $9.55M | Sell |
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|
2023
Q3 | $12.1M | Sell |
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|
2023
Q2 | $13.6M | Sell |
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|
2023
Q1 | $14M | Buy |
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|
2022
Q4 | $14M | Sell |
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|
2022
Q3 | $12.5M | Buy |
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|
2022
Q2 | $12.6M | Sell |
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|
2022
Q1 | $14.1M | Buy |
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|
2021
Q4 | $16.4M | Buy |
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|
2021
Q3 | $17.3M | Sell |
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|
2021
Q2 | $17.5M | Buy |
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|
2021
Q1 | $15.8M | Buy |
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|
2020
Q4 | $15.7M | Buy |
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|
2020
Q3 | $13.7M | Buy |
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|
2020
Q2 | $13.7M | Sell |
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|
2020
Q1 | $10.8M | Sell |
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|
2019
Q4 | $12.8M | Sell |
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|
2019
Q3 | $16.2M | Buy |
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