EWM
Evercore 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 | $940K | Sell |
15,358
-2,688
| -15% | -$165K | 0.01% | 220 |
|
|
2025
Q1 | $845K | Buy |
18,046
+1,000
| +6% | +$46.8K | 0.01% | 229 |
|
|
2024
Q4 | $904K | Buy |
17,046
+3,546
| +26% | +$188K | 0.01% | 225 |
|
|
2024
Q3 | $488K | Buy |
13,500
+5,815
| +76% | +$210K | 0.01% | 282 |
|
|
2024
Q2 | $262K | Buy |
7,685
+477
| +7% | +$16.3K | ﹤0.01% | 354 |
|
|
2024
Q1 | $292K | Buy |
+7,208
| New | +$292K | ﹤0.01% | 345 |
|