EP 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 | $3.33M | Buy |
54,355
+7,690
| +16% | +$471K | 0.02% | 322 |
|
|
2025
Q1 | $2.18M | Buy |
46,665
+6,405
| +16% | +$300K | 0.02% | 354 |
|
|
2024
Q4 | $2.14M | Buy |
40,260
+21,868
| +119% | +$1.16M | 0.02% | 347 |
|
|
2024
Q3 | $664K | Buy |
18,392
+7,606
| +71% | +$275K | 0.01% | 605 |
|
|
2024
Q2 | $368K | Buy |
10,786
+2,319
| +27% | +$79.2K | ﹤0.01% | 603 |
|
|
2024
Q1 | $343K | Buy |
+8,467
| New | +$343K | ﹤0.01% | 593 |
|