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

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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 Plymouth, Minnesota $59.8B AUM 29.42% 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. 463 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.
463 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.