Oliver Lagore Vanvalin Investment Group’s iShares Bitcoin Trust IBIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.82M Buy
+81,510
New +$4.57M 1.5% 14
2024
Q4
$11.3M Buy
213,046
+11,954
+6% +$564K 2.89% 4
2024
Q3
$7.27M Buy
201,092
+89,796
+81% +$3.12M 1.94% 8
2024
Q2
$3.8M Buy
111,296
+109,296
+5,465% +$4.08M 1.09% 19
2024
Q1
$80.9K Buy
+2,000
New +$62.4K 0.02% 201

Other funds holding IBIT

Oliver Lagore Vanvalin Investment Group's IBIT Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2025: 81,510 shares worth $3.82M. The stake represents 1.5% of the portfolio and ranks #14 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in IBIT as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in IBIT in Q1 2024 and has held it in 5 quarters since. The position peaked at $11.3M in Q4 2024. 1,433 funds tracked by Wall St. Rank hold IBIT as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 81,510 shares of iShares Bitcoin Trust worth $3.82M as of Q2 2025.
  • iShares Bitcoin Trust was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • iShares Bitcoin Trust made up 1.5% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #14 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 5 quarters since.
  • Oliver Lagore Vanvalin Investment Group's iShares Bitcoin Trust position peaked at $11.3M in Q4 2024.
  • 1,433 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.