SW
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Simplicity Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.19M Sell
52,080
-44,272
-46% -$2.71M 0.13% 157
2025
Q1
$4.51M Buy
96,352
+92,146
+2,191% +$4.31M 0.35% 59
2024
Q4
$223K Sell
4,206
-15,449
-79% -$820K 0.05% 293
2024
Q3
$710K Sell
19,655
-101,661
-84% -$3.67M 0.07% 238
2024
Q2
$4.14M Buy
121,316
+60,816
+101% +$2.08M 0.09% 215
2024
Q1
$2.45M Buy
+60,500
New +$2.45M 0.06% 313