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West Financial Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

West Financial Advisors’s Portfolio IBIT Stock Details IBIT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$75.2K Hold
1,228
– – 0.01% 87
2025
Q1 		$57.5K Hold
1,228
– – 0.01% 94
2024
Q4 		$65.1K Buy
1,228
+118
+11% +$6.26K 0.01% 90
2024
Q3 		$40.1K Buy
+1,110
New +$40.1K 0.01% 97