EWA
Encompass Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Buy |
7,495
+965
| +15% | +$59.1K | 0.17% | 68 |
|
|
2025
Q1 | $306K | Sell |
6,530
-278
| -4% | -$13K | 0.12% | 80 |
|
|
2024
Q4 | $361K | Buy |
+6,808
| New | +$361K | 0.15% | 76 |
|
|
2024
Q3 | – | Sell |
-7,247
| Closed | -$247K | – | 293 |
|
|
2024
Q2 | $247K | Sell |
7,247
-845
| -10% | -$28.8K | 0.07% | 203 |
|
|
2024
Q1 | $327K | Buy |
+8,092
| New | +$327K | 0.09% | 185 |
|