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LWM Advisory Services’s iShares Bitcoin Trust IBIT Stock Holding History

LWM Advisory Services’s Portfolio IBIT Stock Details IBIT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$910K Hold
14,875
– – 0.63% 33
2025
Q1 		$696K Hold
14,875
– – 0.48% 36
2024
Q4 		$789K Hold
14,875
– – 0.55% 35
2024
Q3 		$537K Hold
14,875
– – 0.4% 43
2024
Q2 		$508K Buy
+14,875
New +$508K 0.43% 38