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 Q2	$31.4K	Hold	944	–	–	﹤0.01%	171
2026 Q1	$36.3K	Buy	944 +752	+392%	+$32.6K	﹤0.01%	150
2025 Q4	$9.53K	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

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

DiNuzzo Private Wealth's IBIT Position: Q2 2026 in Review

DiNuzzo Private Wealth held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 944 shares worth $31.4K. The position accounts for ﹤0.01% of the portfolio, ranked #171.

DiNuzzo Private Wealth first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $36.3K in Q1 2026. 581 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

DiNuzzo Private Wealth held 944 shares of iShares Bitcoin Trust worth $31.4K as of Q2 2026.
DiNuzzo Private Wealth left its iShares Bitcoin Trust share count unchanged in Q2 2026.
iShares Bitcoin Trust made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #171 holding.
DiNuzzo Private Wealth first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
DiNuzzo Private Wealth's iShares Bitcoin Trust position peaked at $36.3K in Q1 2026.
581 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.