CreativeOne Wealth’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
$2.18M Buy
35,657
+9,179
+35% +$562K 0.06% 318
2025
Q1
$1.24M Sell
26,478
-14,434
-35% -$676K 0.04% 418
2024
Q4
$2.17M Buy
40,912
+21,955
+116% +$1.16M 0.07% 274
2024
Q3
$685K Buy
18,957
+9,376
+98% +$339K 0.02% 531
2024
Q2
$327K Buy
+9,581
New +$327K 0.02% 593