HCR Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

HCR Wealth Advisors’s Portfolio IBIT Stock Details IBIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.47M	Buy
2025 Q2	$2.17M	Buy
2025 Q1	$1.51M	Buy
2024 Q4	$1.67M	Buy
2024 Q3	$1.08M	Buy
2024 Q2	$418K	Buy
2024 Q1	$217K	Buy