Accel Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
16,539
+1,258
| +8% | +$77K | 0.34% | 72 |
|
|
2025
Q1 | $715K | Buy |
15,281
+2,072
| +16% | +$97K | 0.26% | 90 |
|
|
2024
Q4 | $701K | Sell |
13,209
-61
| -0.5% | -$3.24K | 0.27% | 93 |
|
|
2024
Q3 | $479K | Buy |
13,270
+50
| +0.4% | +$1.81K | 0.18% | 132 |
|
|
2024
Q2 | $451K | Buy |
13,220
+1,670
| +14% | +$57K | 0.18% | 121 |
|
|
2024
Q1 | $467K | Buy |
+11,550
| New | +$467K | 0.2% | 113 |
|