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Ethos Financial Group’s iShares Bitcoin Trust IBIT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.49M Buy
57,068
+3,908
+7% +$239K 0.3% 82
2025
Q1
$2.59M Buy
53,160
+36,920
+227% +$1.8M 0.25% 96
2024
Q4
$862K Buy
16,240
+9,340
+135% +$495K 0.11% 111
2024
Q3
$249K Sell
6,900
-7,661
-53% -$276K 0.04% 232
2024
Q2
$497K Sell
14,561
-335,899
-96% -$11.5M 0.09% 136
2024
Q1
$14.2M Buy
+350,460
New +$14.2M 2.68% 7