HWA
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Heritage Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Heritage Wealth Advisors’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$24.2K Hold
395
– – ﹤0.01% 355
2025
Q1 		$18.5K Buy
+395
New +$18.5K ﹤0.01% 374