CWM
IBIT icon

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

Congress Wealth Management’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.21M Buy
19,763
+6,724
+52% +$412K 0.01% 662
2025
Q1 		$614K Buy
+13,039
New +$614K 0.01% 757