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Cathy Pareto & Associates’s iShares Bitcoin Trust IBIT Stock Holding History

Cathy Pareto & Associates’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 		$336K Buy
10,103
+627
+7% +$25.5K 0.2% 74
2026
Q1 		$364K Sell
9,476
-857
-8% -$37.1K 0.24% 66
2025
Q4 		$513K Buy
10,333
+7,000
+210% +$398K 0.36% 52
2025
Q3 		$217K Buy
+3,333
New +$217K 0.16% 88

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

Cathy Pareto & Associates's IBIT Position: Q2 2026 in Review

Cathy Pareto & Associates increased its iShares Bitcoin Trust (IBIT) stake by 6.6% in Q2 2026, buying an estimated $25.5K and bringing the position to 10,103 shares worth $336K. The position accounts for 0.2% of the portfolio, ranked #74.

Cathy Pareto & Associates first reported a position in IBIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $513K in Q4 2025. 360 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Cathy Pareto & Associates held 10,103 shares of iShares Bitcoin Trust worth $336K as of Q2 2026.
  • Cathy Pareto & Associates bought 627 iShares Bitcoin Trust shares in Q2 2026, an estimated $25.5K.
  • iShares Bitcoin Trust made up 0.2% of Cathy Pareto & Associates's portfolio in Q2 2026, its #74 holding.
  • Cathy Pareto & Associates first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • Cathy Pareto & Associates's iShares Bitcoin Trust position peaked at $513K in Q4 2025.
  • 360 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Cathy Pareto & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.