SOA 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 | $142K | Buy |
2,320
+713
| +44% | +$43.6K | 0.03% | 239 |
|
2025
Q1 | $75.2K | Buy |
1,607
+36
| +2% | +$1.69K | 0.02% | 286 |
|
2024
Q4 | $83.3K | Sell |
1,571
-48
| -3% | -$2.55K | 0.02% | 271 |
|
2024
Q3 | $58.5K | Buy |
1,619
+450
| +38% | +$16.3K | 0.01% | 303 |
|
2024
Q2 | $39.9K | Buy |
+1,169
| New | +$39.9K | 0.01% | 339 |
|