Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Kovitz Investment Group Partners’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.93M Buy
31,488
+7,279
+30% +$446K 0.01% 632
2025
Q1 		$1.13M Buy
24,209
+7,039
+41% +$330K 0.01% 702
2024
Q4 		$911K Buy
17,170
+2,600
+18% +$138K ﹤0.01% 737
2024
Q3 		$333K Buy
+14,570
New +$333K ﹤0.01% 846