LA
Lifeworks Advisors’s iShares Bitcoin Trust IBIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.99M | Buy |
146,808
+5,002
| +4% | +$306K | 1.34% | 14 |
|
|
2025
Q1 | $6.64M | Buy |
141,806
+4,128
| +3% | +$193K | 1.1% | 23 |
|
|
2024
Q4 | $7.3M | Buy |
137,678
+26,295
| +24% | +$1.39M | 1.32% | 15 |
|
|
2024
Q3 | $4.02M | Buy |
111,383
+20,746
| +23% | +$750K | 0.79% | 37 |
|
|
2024
Q2 | $3.09M | Sell |
90,637
-7,574
| -8% | -$259K | 0.86% | 31 |
|
|
2024
Q1 | $3.97M | Buy |
+98,211
| New | +$3.97M | 1.11% | 27 |
|