EverSource 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 | $1.52M | Buy |
24,839
+3,308
| +15% | +$202K | 0.07% | 200 |
|
|
2025
Q1 | $1.01M | Buy |
21,531
+5,292
| +33% | +$248K | 0.06% | 244 |
|
|
2024
Q4 | $861K | Buy |
16,239
+4,186
| +35% | +$222K | 0.05% | 265 |
|
|
2024
Q3 | $435K | Buy |
12,053
+4,341
| +56% | +$157K | 0.03% | 357 |
|
|
2024
Q2 | $287K | Buy |
7,712
+42
| +0.5% | +$1.56K | 0.02% | 451 |
|
|
2024
Q1 | $257K | Buy |
+7,670
| New | +$257K | 0.02% | 423 |
|