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ARS Investment Partners’s iShares Bitcoin Trust IBIT Stock Holding History

ARS Investment Partners’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.19M Sell
35,642
-1,803
-5% -$73.3K 0.05% 99
2026
Q1 		$1.44M Buy
37,445
+1,180
+3% +$51.1K 0.07% 85
2025
Q4 		$1.8M Buy
36,265
+5,560
+18% +$316K 0.11% 78
2025
Q3 		$2M Buy
30,705
+9,940
+48% +$647K 0.13% 73
2025
Q2 		$1.27M Buy
20,765
+5,565
+37% +$312K 0.09% 88
2025
Q1 		$806K Hold
15,200
– – 0.07% 97
2024
Q4 		$806K Buy
+15,200
New +$718K 0.07% 97

Other funds holding IBIT

CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ARS Investment Partners's IBIT Position: Q2 2026 in Review

ARS Investment Partners reduced its iShares Bitcoin Trust (IBIT) stake by 4.8% in Q2 2026, selling an estimated $73.3K and leaving 35,642 shares worth $1.19M. The position accounts for 0.05% of the portfolio, ranked #99.

ARS Investment Partners first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2M in Q3 2025. 418 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • ARS Investment Partners held 35,642 shares of iShares Bitcoin Trust worth $1.19M as of Q2 2026.
  • ARS Investment Partners sold 1,803 iShares Bitcoin Trust shares in Q2 2026, an estimated $73.3K.
  • iShares Bitcoin Trust made up 0.05% of ARS Investment Partners's portfolio in Q2 2026, its #99 holding.
  • ARS Investment Partners first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • ARS Investment Partners's iShares Bitcoin Trust position peaked at $2M in Q3 2025.
  • 418 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on ARS Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.