Ethos Financial Group’s iShares Bitcoin Trust IBIT Stock Holding History

Ethos Financial Group’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	$1.59M	Buy	45,628 +13,076	+40%	+$532K	0.11%	170
2026 Q1	$1.37M	Buy	32,552 +3,028	+10%	+$131K	0.1%	168
2025 Q4	$1.47M	Sell	29,524 -28,523	-49%	-$1.62M	0.11%	161
2025 Q3	$3.77M	Buy	58,047 +979	+2%	+$63.7K	0.3%	82
2025 Q2	$3.49M	Buy	57,068 +3,908	+7%	+$219K	0.3%	82
2025 Q1	$2.59M	Buy	53,160 +36,920	+227%	+$1.95M	0.25%	96
2024 Q4	$862K	Buy	16,240 +9,340	+135%	+$441K	0.11%	111
2024 Q3	$249K	Sell	6,900 -7,661	-53%	-$266K	0.04%	232
2024 Q2	$497K	Sell	14,561 -335,899	-96%	-$12.5M	0.09%	136
2024 Q1	$14.2M	Buy	+350,460	New	+$10.9M	2.68%	7

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Ethos Financial Group's IBIT Position: Q2 2026 in Review

Ethos Financial Group increased its iShares Bitcoin Trust (IBIT) stake by 40% in Q2 2026, buying an estimated $532K and bringing the position to 45,628 shares worth $1.59M. The position accounts for 0.11% of the portfolio, ranked #170.

Ethos Financial Group first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $14.2M in Q1 2024. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Ethos Financial Group held 45,628 shares of iShares Bitcoin Trust worth $1.59M as of Q2 2026.
Ethos Financial Group bought 13,076 iShares Bitcoin Trust shares in Q2 2026, an estimated $532K.
iShares Bitcoin Trust made up 0.11% of Ethos Financial Group's portfolio in Q2 2026, its #170 holding.
Ethos Financial Group first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Ethos Financial Group's iShares Bitcoin Trust position peaked at $14.2M in Q1 2024.
1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.