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Ascent Wealth Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Ascent Wealth Partners’s Portfolio IBIT Stock Details IBIT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$792K Buy
12,931
+2,641
+26% +$162K 0.1% 121
2025
Q1 		$482K Buy
10,290
+3,448
+50% +$161K 0.06% 135
2024
Q4 		$363K Buy
+6,842
New +$363K 0.05% 134