EFG
IBIT icon

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

Everhart 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 		$299K Hold
8,996
– – 0.02% 367
2026
Q1 		$346K Buy
8,996
+1,936
+27% +$83.8K 0.03% 335
2025
Q4 		$351K Buy
7,060
+4
+0.1% +$227 0.03% 303
2025
Q3 		$459K Sell
7,056
-427
-6% -$27.8K 0.05% 263
2025
Q2 		$458K Buy
7,483
+252
+3% +$14.1K 0.05% 236
2025
Q1 		$338K Buy
7,231
+87
+1% +$4.61K 0.05% 266
2024
Q4 		$379K Hold
7,144
– – 0.08% 228
2024
Q3 		$258K Hold
7,144
– – 0.06% 281
2024
Q2 		$244K Buy
+7,144
New +$267K 0.06% 255

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

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

Everhart Financial Group held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 8,996 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #367.

Everhart Financial Group first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $459K in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Everhart Financial Group held 8,996 shares of iShares Bitcoin Trust worth $299K as of Q2 2026.
  • Everhart Financial Group left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #367 holding.
  • Everhart Financial Group first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
  • Everhart Financial Group's iShares Bitcoin Trust position peaked at $459K in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.