IWA
IVC Wealth Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Buy |
5,057
+55
| +1% | +$5.17K | 0.23% | 83 |
|
|
2025
Q1 | $360K | Buy |
5,002
+1,202
| +32% | +$86.5K | 0.19% | 105 |
|
|
2024
Q4 | $310K | Sell |
3,800
-775
| -17% | -$63.2K | 0.17% | 114 |
|
|
2024
Q3 | $254K | Buy |
+4,575
| New | +$254K | 0.14% | 137 |
|