Ewing Morris & Co Investment Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.19M Sell
30,932
-12,303
-28% -$533K 0.54% 42
2025
Q4
$2.17M Sell
43,235
-2,828
-6% -$161K 0.95% 33
2025
Q3
$2.99M Sell
46,063
-9,097
-16% -$592K 1.28% 28
2025
Q2
$3.38M Buy
55,160
+8,466
+18% +$474K 1.51% 23
2025
Q1
$3.05M Buy
46,694
+839
+2% +$44.4K 0.96% 32
2024
Q4
$2.43M Buy
+45,855
New +$2.17M 0.84% 34

Other funds holding IBIT

Ewing Morris & Co Investment Partners's IBIT Position: Q1 2026 in Review

Ewing Morris & Co Investment Partners reduced its iShares Bitcoin Trust (IBIT) stake by 28% in Q1 2026, selling an estimated $533K and leaving 30,932 shares worth $1.19M. The position accounts for 0.54% of the portfolio, ranked #42.

Ewing Morris & Co Investment Partners first reported a position in IBIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.38M in Q2 2025. 1,536 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Ewing Morris & Co Investment Partners held 30,932 shares of iShares Bitcoin Trust worth $1.19M as of Q1 2026.
  • Ewing Morris & Co Investment Partners sold 12,303 iShares Bitcoin Trust shares in Q1 2026, an estimated $533K.
  • iShares Bitcoin Trust made up 0.54% of Ewing Morris & Co Investment Partners's portfolio in Q1 2026, its #42 holding.
  • Ewing Morris & Co Investment Partners first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
  • Ewing Morris & Co Investment Partners's iShares Bitcoin Trust position peaked at $3.38M in Q2 2025.
  • 1,536 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q1 2026, filed 11 May 2026.