Berman McAleer’s iShares Bitcoin Trust IBIT Stock Holding History

Berman McAleer’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	$465K	Buy	+9,815	New	+$396K	0.05%	109

Other funds holding IBIT

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return

Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return

Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return

Berman McAleer's IBIT Position: Q3 2026 in Review

Berman McAleer opened a new position in iShares Bitcoin Trust (IBIT) in Q3 2026: 9,815 shares worth $465K. The stake represents 0.05% of the portfolio and ranks #109 among its holdings.

433 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Berman McAleer held 9,815 shares of iShares Bitcoin Trust worth $465K as of Q3 2026.
iShares Bitcoin Trust was a new Berman McAleer position in Q3 2026.
iShares Bitcoin Trust made up 0.05% of Berman McAleer's portfolio in Q3 2026, its #109 holding.
433 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Berman McAleer's 13F filing for Q3 2026, filed 16 Oct 2026.