Future You Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$312K Sell
5,095
-2,342
-31% -$131K 0.17% 45
2025
Q1
$348K Buy
7,437
+66
+0.9% +$3.49K 0.22% 36
2024
Q4
$391K Buy
+7,371
New +$348K 0.28% 32

Other funds holding IBIT

Future You Wealth's IBIT Position: Q2 2025 in Review

Future You Wealth reduced its iShares Bitcoin Trust (IBIT) stake by 31% in Q2 2025, selling an estimated $131K and leaving 5,095 shares worth $312K. The position accounts for 0.17% of the portfolio, ranked #45.

Future You Wealth first reported a position in IBIT in Q4 2024 and has held it in 3 quarters since. The position peaked at $391K in Q4 2024. 1,436 funds tracked by Wall St. Rank hold IBIT as of Q2 2025.

  • Future You Wealth held 5,095 shares of iShares Bitcoin Trust worth $312K as of Q2 2025.
  • Future You Wealth sold 2,342 iShares Bitcoin Trust shares in Q2 2025, an estimated $131K.
  • iShares Bitcoin Trust made up 0.17% of Future You Wealth's portfolio in Q2 2025, its #45 holding.
  • Future You Wealth first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 3 quarters since.
  • Future You Wealth's iShares Bitcoin Trust position peaked at $391K in Q4 2024.
  • 1,436 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2025.

Based on Future You Wealth's 13F filing for Q2 2025, filed 31 Jul 2025.