Williams Jones Wealth Management’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 | $987K | Buy |
16,123
+10,898
| +209% | +$667K | 0.01% | 260 |
|
|
2025
Q1 | $245K | Buy |
+5,225
| New | +$245K | ﹤0.01% | 432 |
|
|
2024
Q4 | – | Sell |
-15,091
| Closed | -$545K | – | 514 |
|
|
2024
Q3 | $545K | Buy |
15,091
+530
| +4% | +$19.1K | 0.01% | 343 |
|
|
2024
Q2 | $497K | Buy |
14,561
+2,600
| +22% | +$88.8K | 0.01% | 345 |
|
|
2024
Q1 | $484K | Buy |
+11,961
| New | +$484K | 0.01% | 358 |
|