DiNuzzo Private Wealth
IBIT icon

DiNuzzo Private Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

DiNuzzo Private Wealth’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
Q3 		$44.7K Hold
944
– – ﹤0.01% 142
2026
Q2 		$31.4K Hold
944
– – ﹤0.01% 171
2026
Q1 		$36.3K Buy
944
+752
+392% +$32.6K ﹤0.01% 150
2025
Q4 		$9.5K Hold
192
– – ﹤0.01% 277
2025
Q3 		$11.8K Hold
192
– – ﹤0.01% 245
2025
Q2 		$11.8K Hold
192
– – ﹤0.01% 238
2025
Q1 		$8.99K Hold
192
– – ﹤0.01% 270
2024
Q4 		$10.2K Buy
+192
New +$9.06K ﹤0.01% 244

Other funds holding IBIT

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
Oxler Private Wealth
Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
Verde Servicos Internacionais
Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BigSur Wealth Management
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return

DiNuzzo Private Wealth's IBIT Position: Q3 2026 in Review

DiNuzzo Private Wealth held its iShares Bitcoin Trust (IBIT) position steady in Q3 2026 at 944 shares worth $44.7K. The position accounts for ﹤0.01% of the portfolio, ranked #142.

DiNuzzo Private Wealth first reported a position in IBIT in Q4 2024 and has held it in 8 quarters since. 647 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • DiNuzzo Private Wealth held 944 shares of iShares Bitcoin Trust worth $44.7K as of Q3 2026.
  • DiNuzzo Private Wealth left its iShares Bitcoin Trust share count unchanged in Q3 2026.
  • iShares Bitcoin Trust made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #142 holding.
  • DiNuzzo Private Wealth first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 8 quarters since.
  • 647 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.