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

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

MFG

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

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

BWM

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SBF

Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 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. 244 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.
244 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.