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