Wealthspire Advisors (New York)’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	$6.47M	Sell	105,759 -274	-0.3%	-$16.8K	0.04%	141
2025 Q1	$4.96M	Buy	106,033 +28,531	+37%	+$1.34M	0.03%	163
2024 Q4	$4.11M	Buy	77,502 +60,396	+353%	+$3.2M	0.04%	157
2024 Q3	$618K	Buy	17,106 +1,708	+11%	+$61.7K	0.01%	451
2024 Q2	$526K	Buy	+15,398	New	+$526K	0.01%	420