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

Empirical 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	$351K	Sell	10,551 -1,287	-11%	-$52.4K	0.01%	818
2026 Q1	$455K	Sell	11,838 -4,970	-30%	-$215K	0.01%	608
2025 Q4	$835K	Sell	16,808 -1,521	-8%	-$86.4K	0.01%	368
2025 Q3	$1.19M	Buy	18,329 +461	+3%	+$30K	0.02%	312
2025 Q2	$1.09M	Buy	17,868 +5,049	+39%	+$283K	0.02%	302
2025 Q1	$600K	Buy	12,819 +4,859	+61%	+$257K	0.02%	375
2024 Q4	$422K	Buy	7,960 +1,752	+28%	+$82.7K	0.01%	422
2024 Q3	$224K	Buy	+6,208	New	+$216K	0.01%	521

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

PPA

Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return

OCM

Ovata Capital Management Hong Kong $1.33B AUM 5.69% 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 $44.6B AUM 28.94% 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

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

Empirical Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 11% in Q2 2026, selling an estimated $52.4K and leaving 10,551 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #818.

Empirical Wealth Management first reported a position in IBIT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.19M in Q3 2025. 642 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Empirical Wealth Management held 10,551 shares of iShares Bitcoin Trust worth $351K as of Q2 2026.
Empirical Wealth Management sold 1,287 iShares Bitcoin Trust shares in Q2 2026, an estimated $52.4K.
iShares Bitcoin Trust made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #818 holding.
Empirical Wealth Management first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 8 quarters since.
Empirical Wealth Management's iShares Bitcoin Trust position peaked at $1.19M in Q3 2025.
642 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.