Oxler Private Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$31.3M Buy
510,654
+4,194
+0.8% +$257K 9.82% 3
2025
Q1
$23.7M Buy
506,460
+6,186
+1% +$290K 8.33% 3
2024
Q4
$26.5M Buy
500,274
+27,331
+6% +$1.45M 8.73% 3
2024
Q3
$17.1M Buy
472,943
+7,465
+2% +$270K 5.95% 4
2024
Q2
$15.9M Buy
465,478
+187,709
+68% +$6.41M 5.88% 4
2024
Q1
$11.2M Buy
+277,769
New +$11.2M 4.41% 6