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Box Hill Private Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

Box Hill Private Wealth’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 		$244K Buy
+5,157
New +$208K 0.18% 65

Other funds holding IBIT

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Box Hill Private Wealth's IBIT Position: Q3 2026 in Review

Box Hill Private Wealth opened a new position in iShares Bitcoin Trust (IBIT) in Q3 2026: 5,157 shares worth $244K. The stake represents 0.18% of the portfolio and ranks #65 among its holdings.

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

  • Box Hill Private Wealth held 5,157 shares of iShares Bitcoin Trust worth $244K as of Q3 2026.
  • iShares Bitcoin Trust was a new Box Hill Private Wealth position in Q3 2026.
  • iShares Bitcoin Trust made up 0.18% of Box Hill Private Wealth's portfolio in Q3 2026, its #65 holding.
  • 15 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Box Hill Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.