RIA Advisory Group’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
$1.6M Buy
26,185
+4,831
+23% +$296K 0.47% 36
2025
Q1
$1,000K Sell
21,354
-5,482
-20% -$257K 0.33% 51
2024
Q4
$1.42M Buy
26,836
+11,254
+72% +$597K 0.48% 36
2024
Q3
$563K Buy
+15,582
New +$563K 0.2% 61
2024
Q1
$816K Buy
+20,174
New +$816K 0.33% 44