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Whitney & Co’s iShares Bitcoin Trust IBIT Stock Holding History

Whitney & Co’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.14M Buy
67,610
+51,640
+323% +$3.16M 0.41% 57
2025
Q1 		$748K Buy
15,970
+855
+6% +$40K 0.08% 79
2024
Q4 		$802K Buy
+15,115
New +$802K 0.08% 71