Dakota Wealth Management’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
$3.97M Buy
64,919
+3,157
+5% +$193K 0.08% 184
2025
Q1
$2.89M Buy
61,762
+15,320
+33% +$717K 0.07% 216
2024
Q4
$2.46M Sell
46,442
-14,976
-24% -$794K 0.06% 234
2024
Q3
$2.22M Buy
61,418
+3,592
+6% +$130K 0.05% 257
2024
Q2
$1.97M Buy
57,826
+51,039
+752% +$1.74M 0.05% 258
2024
Q1
$275K Buy
+6,787
New +$275K 0.01% 602