Schechter Investment Advisors’s iShares Bitcoin Trust IBIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-18,243
| Closed | -$968K | – | 657 |
|
|
2024
Q4 | $968K | Sell |
18,243
-23,890
| -57% | -$1.27M | 0.07% | 246 |
|
|
2024
Q3 | $1.52M | Buy |
42,133
+23,890
| +131% | +$863K | 0.11% | 175 |
|
|
2024
Q2 | $623K | Buy |
18,243
+225
| +1% | +$7.68K | 0.05% | 325 |
|
|
2024
Q1 | $729K | Buy |
+18,018
| New | +$729K | 0.05% | 309 |
|