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Core Wealth Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Core Wealth Partners’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 		$1.14M Buy
34,230
+2,190
+7% +$89.1K 0.49% 53
2026
Q1 		$1.23M Sell
32,040
-116
-0.4% -$5.02K 0.57% 45
2025
Q4 		$1.6M Buy
32,156
+2,248
+8% +$128K 0.72% 40
2025
Q3 		$1.94M Buy
29,908
+10,230
+52% +$665K 0.89% 37
2025
Q2 		$1.2M Buy
19,678
+7,131
+57% +$400K 0.61% 46
2025
Q1 		$587K Buy
+12,547
New +$664K 0.34% 72

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

Core Wealth Partners's IBIT Position: Q2 2026 in Review

Core Wealth Partners increased its iShares Bitcoin Trust (IBIT) stake by 6.8% in Q2 2026, buying an estimated $89.1K and bringing the position to 34,230 shares worth $1.14M. The position accounts for 0.49% of the portfolio, ranked #53.

Core Wealth Partners first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.94M in Q3 2025. 1,474 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Core Wealth Partners held 34,230 shares of iShares Bitcoin Trust worth $1.14M as of Q2 2026.
  • Core Wealth Partners bought 2,190 iShares Bitcoin Trust shares in Q2 2026, an estimated $89.1K.
  • iShares Bitcoin Trust made up 0.49% of Core Wealth Partners's portfolio in Q2 2026, its #53 holding.
  • Core Wealth Partners first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
  • Core Wealth Partners's iShares Bitcoin Trust position peaked at $1.94M in Q3 2025.
  • 1,474 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.