KWM
Kingsview Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.04M | Buy |
98,604
+9,579
| +11% | +$586K | 0.1% | 206 |
|
|
2025
Q1 | $4.17M | Buy |
89,025
+13,349
| +18% | +$625K | 0.08% | 244 |
|
|
2024
Q4 | $4.01M | Buy |
75,676
+33,174
| +78% | +$1.76M | 0.08% | 240 |
|
|
2024
Q3 | $1.54M | Buy |
42,502
+2,764
| +7% | +$99.9K | 0.03% | 434 |
|
|
2024
Q2 | $1.36M | Buy |
39,738
+5,070
| +15% | +$173K | 0.03% | 437 |
|
|
2024
Q1 | $1.4M | Buy |
+34,668
| New | +$1.4M | 0.04% | 417 |
|