Winch Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87K | Sell |
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|
2025
Q1 | $91.7K | Buy |
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|
2024
Q4 | $94.7K | Hold |
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|
2024
Q3 | $104K | Buy |
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|
2024
Q2 | $98.1K | Sell |
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|
2024
Q1 | $115K | Sell |
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|
2023
Q4 | $122K | Sell |
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|
2023
Q3 | $128K | Sell |
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|
2023
Q2 | $138K | Sell |
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|
2023
Q1 | $159K | Sell |
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|
2022
Q4 | $169K | Sell |
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|
2022
Q3 | $165K | Buy |
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|
2022
Q2 | $166K | Sell |
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|
2022
Q1 | $197K | Hold |
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|
2021
Q4 | $231K | Buy |
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|
2021
Q3 | $230K | Sell |
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|
2021
Q2 | $245K | Buy |
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|
2021
Q1 | $223K | Buy |
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|
2020
Q4 | $208K | Buy |
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|
2020
Q3 | $183K | Buy |
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|
2020
Q2 | $173K | Buy |
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|
2020
Q1 | $127K | Hold |
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|
2019
Q4 | $142K | Sell |
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|
2019
Q3 | $213K | Sell |
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|
2019
Q2 | $252K | Sell |
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|
2019
Q1 | $277K | Buy |
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|
2018
Q4 | $214K | Sell |
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|
2018
Q3 | $5.2M | Buy |
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|
2018
Q2 | $4.61M | Sell |
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|
2018
Q1 | $4.72M | Buy |
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|
2017
Q4 | $4.58M | Buy |
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|
2017
Q3 | $4.68M | Buy |
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|
2017
Q2 | $4.16M | Sell |
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|
2017
Q1 | $4.02M | Buy |
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|
2016
Q4 | $3.62M | Buy |
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|
2016
Q3 | $4K | Sell |
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|
2016
Q2 | $52K | Buy |
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|
2016
Q1 | $2K | Hold |
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|
2015
Q4 | $3K | Buy |
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|
2015
Q3 | $2K | Sell |
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|
2015
Q2 | $4.66M | Buy |
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|
2015
Q1 | $1.4M | Sell |
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|
2014
Q4 | $5.85M | Buy |
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|
2014
Q3 | $822K | Buy |
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