Avior Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.29M Buy
21,013
+2,028
+11% +$124K 0.04% 243
2025
Q1
$889K Buy
18,985
+5,346
+39% +$250K 0.03% 288
2024
Q4
$724K Buy
13,639
+11,785
+636% +$625K 0.03% 355
2024
Q3
$67K Sell
1,854
-600
-24% -$21.7K ﹤0.01% 1015
2024
Q2
$83.8K Buy
2,454
+1,834
+296% +$62.6K ﹤0.01% 918
2024
Q1
$25.1K Buy
+620
New +$25.1K ﹤0.01% 1504