AFAS
Acorn Financial Advisory Services’s iShares Bitcoin Trust IBIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.1M | Buy |
540,834
+187,761
| +53% | +$11.5M | 5.43% | 5 |
|
|
2025
Q1 | $16.5M | Buy |
353,073
+78,151
| +28% | +$3.66M | 2.99% | 10 |
|
|
2024
Q4 | $14.6M | Buy |
274,922
+238,640
| +658% | +$12.7M | 2.4% | 12 |
|
|
2024
Q3 | $1.31M | Sell |
36,282
-31,140
| -46% | -$1.13M | 0.23% | 50 |
|
|
2024
Q2 | $2.3M | Sell |
67,422
-34,831
| -34% | -$1.19M | 0.43% | 28 |
|
|
2024
Q1 | $4.14M | Buy |
+102,253
| New | +$4.14M | 0.78% | 18 |
|