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Atwood & Palmer’s iShares Bitcoin Trust IBIT Stock Holding History

Atwood & Palmer’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 		$67.6K Buy
2,030
+30
+2% +$1.22K ﹤0.01% 229
2026
Q1 		$76.8K Sell
2,000
-450
-18% -$19.5K ﹤0.01% 217
2025
Q4 		$122K Sell
2,450
-650
-21% -$36.9K 0.01% 173
2025
Q3 		$202K Buy
+3,100
New +$202K 0.01% 153

Other funds holding IBIT

Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
PPA
Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return
PAMS
Pinpoint Asset Management (Singapore) Singapore $493M AUM 52.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Atwood & Palmer's IBIT Position: Q2 2026 in Review

Atwood & Palmer increased its iShares Bitcoin Trust (IBIT) stake by 1.5% in Q2 2026, buying an estimated $1.22K and bringing the position to 2,030 shares worth $67.6K. The position accounts for ﹤0.01% of the portfolio, ranked #229.

Atwood & Palmer first reported a position in IBIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $202K in Q3 2025. 867 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Atwood & Palmer held 2,030 shares of iShares Bitcoin Trust worth $67.6K as of Q2 2026.
  • Atwood & Palmer bought 30 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.22K.
  • iShares Bitcoin Trust made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #229 holding.
  • Atwood & Palmer first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • Atwood & Palmer's iShares Bitcoin Trust position peaked at $202K in Q3 2025.
  • 867 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.