EWM
Empirical Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
17,868
+5,049
| +39% | +$309K | 0.02% | 300 |
|
|
2025
Q1 | $600K | Buy |
12,819
+4,859
| +61% | +$227K | 0.02% | 372 |
|
|
2024
Q4 | $422K | Buy |
7,960
+1,752
| +28% | +$92.9K | 0.01% | 420 |
|
|
2024
Q3 | $224K | Buy |
+6,208
| New | +$224K | 0.01% | 516 |
|