Powell Investment Advisors’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
$1.21M Buy
19,815
+1,952
+11% +$119K 0.46% 32
2025
Q1
$836K Buy
17,863
+2,709
+18% +$127K 0.41% 36
2024
Q4
$804K Buy
15,154
+6,709
+79% +$356K 0.37% 42
2024
Q3
$305K Buy
+8,445
New +$305K 0.14% 87