EWM
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Evermay Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Evermay Wealth Management’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$67.3K Buy
1,100
+150
+16% +$9.18K 0.01% 297
2025
Q1 		$44.5K Hold
950
– – 0.01% 335
2024
Q4 		$50.4K Buy
+950
New +$50.4K 0.01% 319