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Bogart Wealth LLC’s iShares Bitcoin Trust IBIT Stock Holding History

Bogart Wealth LLC’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 		$377K Buy
11,323
+6,065
+115% +$247K 0.01% 209
2026
Q1 		$202K Buy
5,258
+1,628
+45% +$70.5K 0.01% 252
2025
Q4 		$180K Buy
3,630
+1,695
+88% +$96.3K 0.01% 263
2025
Q3 		$126K Buy
1,935
+400
+26% +$26K 0.01% 307
2025
Q2 		$94K Buy
1,535
+100
+7% +$5.6K ﹤0.01% 334
2025
Q1 		$67.2K Sell
1,435
-488
-25% -$25.8K ﹤0.01% 362
2024
Q4 		$102K Sell
1,923
-390
-17% -$18.4K ﹤0.01% 314
2024
Q3 		$83.6K Buy
2,313
+1,000
+76% +$34.7K ﹤0.01% 327
2024
Q2 		$44.8K Sell
1,313
-41
-3% -$1.53K ﹤0.01% 426
2024
Q1 		$54.8K Buy
+1,354
New +$42.2K ﹤0.01% 365

Other funds holding IBIT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Bogart Wealth LLC's IBIT Position: Q2 2026 in Review

Bogart Wealth LLC increased its iShares Bitcoin Trust (IBIT) stake by 115% in Q2 2026, buying an estimated $247K and bringing the position to 11,323 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #209.

Bogart Wealth LLC first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Bogart Wealth LLC held 11,323 shares of iShares Bitcoin Trust worth $377K as of Q2 2026.
  • Bogart Wealth LLC bought 6,065 iShares Bitcoin Trust shares in Q2 2026, an estimated $247K.
  • iShares Bitcoin Trust made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #209 holding.
  • Bogart Wealth LLC first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • 1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.