HWA
HCR 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 | $2.17M | Buy |
35,508
+3,241
| +10% | +$198K | 0.26% | 62 |
|
|
2025
Q1 | $1.51M | Buy |
32,267
+775
| +2% | +$36.3K | 0.2% | 76 |
|
|
2024
Q4 | $1.67M | Buy |
31,492
+1,517
| +5% | +$80.5K | 0.21% | 76 |
|
|
2024
Q3 | $1.08M | Buy |
29,975
+17,730
| +145% | +$641K | 0.14% | 97 |
|
|
2024
Q2 | $418K | Buy |
12,245
+6,875
| +128% | +$235K | 0.06% | 145 |
|
|
2024
Q1 | $217K | Buy |
+5,370
| New | +$217K | 0.03% | 208 |
|