Wealth Enhancement Advisory Services’s iShares Bitcoin Trust IBIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.5M Buy
265,300
+80,431
+44% +$5M 0.03% 480
2025
Q1
$8.65M Buy
184,869
+44,295
+32% +$2.07M 0.02% 626
2024
Q4
$7.46M Buy
140,574
+52,057
+59% +$2.76M 0.01% 654
2024
Q3
$3.2M Buy
88,517
+1,445
+2% +$52.2K 0.01% 867
2024
Q2
$2.97M Buy
87,072
+2,653
+3% +$90.6K 0.01% 853
2024
Q1
$3.42M Buy
+84,419
New +$3.42M 0.01% 774