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Brookwood Investment Group’s iShares Bitcoin Trust IBIT Stock Holding History

Brookwood Investment Group’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 		$924K Sell
27,755
-1,310
-5% -$53.3K 0.1% 193
2026
Q1 		$1.12M Buy
29,065
+72
+0.2% +$3.12K 0.14% 156
2025
Q4 		$1.44M Buy
28,993
+5,442
+23% +$309K 0.17% 114
2025
Q3 		$1.53M Buy
23,551
+2,183
+10% +$142K 0.2% 93
2025
Q2 		$1.31M Sell
21,368
-3,213
-13% -$180K 0.21% 87
2025
Q1 		$1.15M Buy
+24,581
New +$1.3M 0.2% 99

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

Brookwood Investment Group's IBIT Position: Q2 2026 in Review

Brookwood Investment Group reduced its iShares Bitcoin Trust (IBIT) stake by 4.5% in Q2 2026, selling an estimated $53.3K and leaving 27,755 shares worth $924K. The position accounts for 0.1% of the portfolio, ranked #193.

Brookwood Investment Group first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.53M in Q3 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Brookwood Investment Group held 27,755 shares of iShares Bitcoin Trust worth $924K as of Q2 2026.
  • Brookwood Investment Group sold 1,310 iShares Bitcoin Trust shares in Q2 2026, an estimated $53.3K.
  • iShares Bitcoin Trust made up 0.1% of Brookwood Investment Group's portfolio in Q2 2026, its #193 holding.
  • Brookwood Investment Group first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's iShares Bitcoin Trust position peaked at $1.53M in Q3 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.