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Diversify Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Diversify Wealth Management’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 		$1.74M Sell
47,238
-7,768
-14% -$316K 0.03% 451
2026
Q1 		$2.35M Buy
55,006
+45,927
+506% +$1.99M 0.04% 334
2025
Q4 		$486K Buy
9,079
+1,228
+16% +$69.8K 0.02% 443
2025
Q3 		$475K Buy
7,851
+1,829
+30% +$119K 0.03% 387
2025
Q2 		$409K Buy
+6,022
New +$337K 0.03% 408

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

Diversify Wealth Management's IBIT Position: Q2 2026 in Review

Diversify Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 14% in Q2 2026, selling an estimated $316K and leaving 47,238 shares worth $1.74M. The position accounts for 0.03% of the portfolio, ranked #451.

Diversify Wealth Management first reported a position in IBIT in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.35M in Q1 2026. 1,466 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Diversify Wealth Management held 47,238 shares of iShares Bitcoin Trust worth $1.74M as of Q2 2026.
  • Diversify Wealth Management sold 7,768 iShares Bitcoin Trust shares in Q2 2026, an estimated $316K.
  • iShares Bitcoin Trust made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #451 holding.
  • Diversify Wealth Management first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 5 quarters since.
  • Diversify Wealth Management's iShares Bitcoin Trust position peaked at $2.35M in Q1 2026.
  • 1,466 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.