HWA
HHM 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 | $622K | Buy |
10,165
+530
| +6% | +$32.4K | 0.07% | 96 |
|
|
2025
Q1 | $451K | Buy |
9,635
+7,047
| +272% | +$330K | 0.06% | 112 |
|
|
2024
Q4 | $137K | Buy |
2,588
+2,582
| +43,033% | +$137K | 0.02% | 227 |
|
|
2024
Q3 | $217 | Buy |
6
+2
| +50% | +$72 | ﹤0.01% | 752 |
|
|
2024
Q2 | $137 | Buy |
4
+3
| +300% | +$103 | ﹤0.01% | 772 |
|
|
2024
Q1 | $41 | Buy |
+1
| New | +$41 | ﹤0.01% | 734 |
|