OWM
OneAscent Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Buy |
+7,497
| New | +$459K | 0.17% | 70 |
|
|
2025
Q1 | – | Sell |
-7,263
| Closed | -$385K | – | 157 |
|
|
2024
Q4 | $385K | Buy |
7,263
+635
| +10% | +$33.7K | 0.16% | 78 |
|
|
2024
Q3 | $239K | Sell |
6,628
-22
| -0.3% | -$793 | 0.09% | 157 |
|
|
2024
Q2 | $227K | Buy |
+6,650
| New | +$227K | 0.12% | 89 |
|