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Joseph P. Lucia & Associates’s iShares Bitcoin Trust IBIT Stock Holding History

Joseph P. Lucia & Associates’s Portfolio IBIT Stock Details IBIT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$481K Buy
7,852
+660
+9% +$40.4K 0.2% 97
2025
Q1 		$337K Buy
7,192
+141
+2% +$6.6K 0.15% 105
2024
Q4 		$374K Buy
7,051
+304
+5% +$16.1K 0.17% 96
2024
Q3 		$244K Buy
+6,747
New +$244K 0.11% 112