Axxcess 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 | $8.51M | Sell |
138,953
-5,340
| -4% | -$327K | 0.2% | 99 |
|
|
2025
Q1 | $6.75M | Buy |
144,293
+59,990
| +71% | +$2.81M | 0.18% | 105 |
|
|
2024
Q4 | $4.47M | Buy |
84,303
+65,220
| +342% | +$3.46M | 0.11% | 146 |
|
|
2024
Q3 | $689K | Sell |
19,083
-25,888
| -58% | -$935K | 0.02% | 480 |
|
|
2024
Q2 | $1.54M | Buy |
44,971
+21,126
| +89% | +$721K | 0.04% | 303 |
|
|
2024
Q1 | $965K | Buy |
+23,845
| New | +$965K | 0.03% | 377 |
|