CAPTRUST Financial Advisors’s iShares Bitcoin Trust IBIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18M | Buy |
294,683
+17,942
| +6% | +$1.1M | 0.04% | 331 |
|
|
2025
Q1 | $13M | Buy |
276,741
+141,444
| +105% | +$6.62M | 0.03% | 369 |
|
|
2024
Q4 | $7.18M | Buy |
135,297
+41,202
| +44% | +$2.19M | 0.02% | 452 |
|
|
2024
Q3 | $3.4M | Buy |
94,095
+5,686
| +6% | +$205K | 0.01% | 648 |
|
|
2024
Q2 | $3.02M | Buy |
88,409
+4,278
| +5% | +$146K | 0.01% | 665 |
|
|
2024
Q1 | $3.4M | Buy |
+84,131
| New | +$3.4M | 0.01% | 606 |
|