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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$866K Buy
14,146
+2,522
+22% +$154K 0.06% 184
2025
Q1
$544K Buy
+11,624
New +$544K 0.04% 210