Carson Wealth (CWM LLC)’s iShares Bitcoin Trust IBIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.9M | Buy |
260,025
+35,607
| +16% | +$2.18M | 0.06% | 292 |
|
|
2025
Q1 | $10.5M | Buy |
224,418
+90,197
| +67% | +$4.22M | 0.04% | 339 |
|
|
2024
Q4 | $7.12M | Buy |
134,221
+54,446
| +68% | +$2.89M | 0.03% | 396 |
|
|
2024
Q3 | $2.88M | Buy |
79,775
+44,539
| +126% | +$1.61M | 0.01% | 586 |
|
|
2024
Q2 | $1.2M | Buy |
+35,236
| New | +$1.2M | 0.01% | 808 |
|