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DHJJ Financial Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

DHJJ Financial Advisors’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 		$12.9K Buy
389
+10
+3% +$407 ﹤0.01% 592
2026
Q1 		$14.6K Buy
379
+25
+7% +$1.08K ﹤0.01% 570
2025
Q4 		$17.6K Buy
354
+18
+5% +$1.02K 0.01% 515
2025
Q3 		$21.8K Buy
336
+15
+5% +$976 0.01% 475
2025
Q2 		$19.6K Buy
321
+148
+86% +$8.29K 0.01% 479
2025
Q1 		$8.1K Buy
+173
New +$9.16K ﹤0.01% 529

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

DHJJ Financial Advisors's IBIT Position: Q2 2026 in Review

DHJJ Financial Advisors increased its iShares Bitcoin Trust (IBIT) stake by 2.6% in Q2 2026, buying an estimated $407 and bringing the position to 389 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

DHJJ Financial Advisors first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $21.8K in Q3 2025. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • DHJJ Financial Advisors held 389 shares of iShares Bitcoin Trust worth $12.9K as of Q2 2026.
  • DHJJ Financial Advisors bought 10 iShares Bitcoin Trust shares in Q2 2026, an estimated $407.
  • iShares Bitcoin Trust made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #592 holding.
  • DHJJ Financial Advisors first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
  • DHJJ Financial Advisors's iShares Bitcoin Trust position peaked at $21.8K in Q3 2025.
  • 1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.