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Burkett Financial Services’s iShares Bitcoin Trust IBIT Stock Holding History

Burkett Financial Services’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 		$44K Buy
1,321
+26
+2% +$1.06K 0.01% 110
2026
Q1 		$49.8K Hold
1,295
– – 0.02% 99
2025
Q4 		$64.3K Hold
1,295
– – 0.02% 83
2025
Q3 		$84.2K Hold
1,295
– – 0.03% 79
2025
Q2 		$79.3K Buy
1,295
+44
+4% +$2.46K 0.03% 79
2025
Q1 		$58.6K Buy
1,251
+40
+3% +$2.12K 0.02% 85
2024
Q4 		$64.2K Hold
1,211
– – 0.03% 77
2024
Q3 		$43.8K Buy
1,211
+43
+4% +$1.49K 0.02% 84
2024
Q2 		$39.9K Buy
1,168
+566
+94% +$21.1K 0.02% 85
2024
Q1 		$24.4K Buy
+602
New +$18.8K 0.01% 111

Other funds holding IBIT

AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FG
Franchise GP Grand Cayman $215M AUM
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

Burkett Financial Services's IBIT Position: Q2 2026 in Review

Burkett Financial Services increased its iShares Bitcoin Trust (IBIT) stake by 2% in Q2 2026, buying an estimated $1.06K and bringing the position to 1,321 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #110.

Burkett Financial Services first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $84.2K in Q3 2025. 340 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Burkett Financial Services held 1,321 shares of iShares Bitcoin Trust worth $44K as of Q2 2026.
  • Burkett Financial Services bought 26 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.06K.
  • iShares Bitcoin Trust made up 0.01% of Burkett Financial Services's portfolio in Q2 2026, its #110 holding.
  • Burkett Financial Services first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Burkett Financial Services's iShares Bitcoin Trust position peaked at $84.2K in Q3 2025.
  • 340 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.