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DAGCO Inc’s iShares Bitcoin Trust IBIT Stock Holding History

DAGCO Inc’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 		– Sell
-2,969
Closed -$114K – 219
2026
Q1 		$114K Buy
2,969
+139
+5% +$6.02K 0.02% 132
2025
Q4 		$141K Buy
+2,830
New +$161K 0.03% 115
2025
Q3 		– Sell
-335
Closed -$20.5K – 364
2025
Q2 		$20.5K Hold
335
– – 0.01% 232
2025
Q1 		$15.7K Buy
+335
New +$17.7K 0.01% 227

Other funds holding IBIT

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FG
Franchise GP Grand Cayman $215M AUM

DAGCO Inc's IBIT Position: Q2 2026 in Review

DAGCO Inc sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 2,969 shares — an estimated $114K sold.

DAGCO Inc first reported a position in IBIT in Q1 2025 and held it in 4 quarters. The position peaked at $141K in Q4 2025. 371 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • DAGCO Inc reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • DAGCO Inc sold 2,969 iShares Bitcoin Trust shares in Q2 2026, an estimated $114K.
  • DAGCO Inc first reported a position in iShares Bitcoin Trust in Q1 2025 and held it in 4 quarters.
  • DAGCO Inc's iShares Bitcoin Trust position peaked at $141K in Q4 2025.
  • 371 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.