RDWM
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Red Door 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
$6.59M Sell
107,721
-23,795
-18% -$1.46M 0.79% 39
2025
Q1
$6.16M Buy
131,516
+9,068
+7% +$424K 0.91% 35
2024
Q4
$6.5M Buy
122,448
+27,097
+28% +$1.44M 0.99% 33
2024
Q3
$3.45M Buy
95,351
+11,722
+14% +$424K 0.57% 48
2024
Q2
$2.86M Buy
+83,629
New +$2.86M 0.5% 53