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

Ewing Morris & Co Investment Partners’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 		$470K Sell
14,111
-16,821
-54% -$684K 0.25% 68
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

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

Ewing Morris & Co Investment Partners's IBIT Position: Q2 2026 in Review

Ewing Morris & Co Investment Partners reduced its iShares Bitcoin Trust (IBIT) stake by 54% in Q2 2026, selling an estimated $684K and leaving 14,111 shares worth $470K. The position accounts for 0.25% of the portfolio, ranked #68.

Ewing Morris & Co Investment Partners first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.38M in Q2 2025. 1,474 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Ewing Morris & Co Investment Partners held 14,111 shares of iShares Bitcoin Trust worth $470K as of Q2 2026.
  • Ewing Morris & Co Investment Partners sold 16,821 iShares Bitcoin Trust shares in Q2 2026, an estimated $684K.
  • iShares Bitcoin Trust made up 0.25% of Ewing Morris & Co Investment Partners's portfolio in Q2 2026, its #68 holding.
  • Ewing Morris & Co Investment Partners first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Ewing Morris & Co Investment Partners's iShares Bitcoin Trust position peaked at $3.38M in Q2 2025.
  • 1,474 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.