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

Evermay 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 		$31.6K Hold
950
– – ﹤0.01% 401
2026
Q1 		$36.5K Hold
950
– – ﹤0.01% 341
2025
Q4 		$47.2K Hold
950
– – 0.01% 330
2025
Q3 		$61.8K Sell
950
-150
-14% -$9.76K 0.01% 311
2025
Q2 		$67.3K Buy
1,100
+150
+16% +$8.4K 0.01% 297
2025
Q1 		$44.5K Hold
950
– – 0.01% 335
2024
Q4 		$50.4K Buy
+950
New +$44.9K 0.01% 319

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
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
PO
PBCay One Dubai, United Arab Emirates $1.74B AUM

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

Evermay Wealth Management held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 950 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Evermay Wealth Management first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $67.3K in Q2 2025. 546 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Evermay Wealth Management held 950 shares of iShares Bitcoin Trust worth $31.6K as of Q2 2026.
  • Evermay Wealth Management left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #401 holding.
  • Evermay Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Evermay Wealth Management's iShares Bitcoin Trust position peaked at $67.3K in Q2 2025.
  • 546 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.