SWA
Sax Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $697K | Buy |
11,394
+672
| +6% | +$41.1K | 0.04% | 214 |
|
|
2025
Q1 | $502K | Buy |
10,722
+4,964
| +86% | +$232K | 0.04% | 220 |
|
|
2024
Q4 | $305K | Buy |
+5,758
| New | +$305K | 0.02% | 262 |
|
|
2024
Q2 | – | Sell |
-5,611
| Closed | -$227K | – | 279 |
|
|
2024
Q1 | $227K | Buy |
+5,611
| New | +$227K | 0.03% | 173 |
|