Atwater Malick
IBIT icon

Atwater Malick’s iShares Bitcoin Trust IBIT Stock Holding History

Atwater Malick’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
Q3 		$489K Hold
10,337
– – 0.11% 80
2026
Q2 		$344K Hold
10,337
– – 0.08% 92
2026
Q1 		$397K Buy
10,337
+1,286
+14% +$55.7K 0.11% 68
2025
Q4 		$449K Sell
9,051
-15
-0.2% -$852 0.12% 57
2025
Q3 		$589K Buy
9,066
+434
+5% +$28.2K 0.17% 52
2025
Q2 		$528K Buy
+8,632
New +$484K 0.17% 53

Other funds holding IBIT

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Oxler Private Wealth
Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BigSur Wealth Management
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
Proathlete Wealth Management
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Sara-Bay Financial
Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return
FG
Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return
SJBenen ADVISORY
SJBenen ADVISORY Chapel Hill, North Carolina $165M AUM 0.36% 1-Year Est. Return

Atwater Malick's IBIT Position: Q3 2026 in Review

Atwater Malick held its iShares Bitcoin Trust (IBIT) position steady in Q3 2026 at 10,337 shares worth $489K. The position accounts for 0.11% of the portfolio, ranked #80.

Atwater Malick first reported a position in IBIT in Q2 2025 and has held it in 6 quarters since. The position peaked at $589K in Q3 2025. 396 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Atwater Malick held 10,337 shares of iShares Bitcoin Trust worth $489K as of Q3 2026.
  • Atwater Malick left its iShares Bitcoin Trust share count unchanged in Q3 2026.
  • iShares Bitcoin Trust made up 0.11% of Atwater Malick's portfolio in Q3 2026, its #80 holding.
  • Atwater Malick first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 6 quarters since.
  • Atwater Malick's iShares Bitcoin Trust position peaked at $589K in Q3 2025.
  • 396 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Atwater Malick's 13F filing for Q3 2026, filed 15 Oct 2026.