Empower Advisory Group’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
$2.43M Sell
39,724
-7,833
-16% -$479K 0.01% 202
2025
Q1
$2.23M Buy
47,557
+5,542
+13% +$259K 0.01% 201
2024
Q4
$2.23M Buy
42,015
+10,285
+32% +$546K 0.01% 202
2024
Q3
$1.15M Buy
31,730
+2,799
+10% +$101K ﹤0.01% 226
2024
Q2
$988K Buy
28,931
+4,162
+17% +$142K ﹤0.01% 226
2024
Q1
$1M Buy
+24,769
New +$1M ﹤0.01% 228