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MorganRosel Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

MorganRosel Wealth Management’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-67
Closed -$4.1K – 217
2025
Q2 		$4.1K Hold
67
– – ﹤0.01% 298
2025
Q1 		$3.14K Buy
+67
New +$3.55K ﹤0.01% 301

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Millennium Management
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AT
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Jane Street
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SI
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Morgan Stanley
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.43B AUM 42.42% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $11.5B AUM 19.14% 1-Year Est. Return