FMWA
Forvis Mazars 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 | $623K | Sell |
10,180
-299
| -3% | -$18.3K | 0.01% | 251 |
|
|
2025
Q1 | $491K | Sell |
10,479
-12,519
| -54% | -$586K | 0.01% | 285 |
|
|
2024
Q4 | $1.22M | Buy |
22,998
+7,843
| +52% | +$416K | 0.03% | 201 |
|
|
2024
Q3 | $548K | Buy |
15,155
+7,620
| +101% | +$275K | 0.01% | 306 |
|
|
2024
Q2 | $257K | Buy |
+7,535
| New | +$257K | 0.01% | 371 |
|