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Fairway Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

Fairway Wealth’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 		$180K Buy
5,350
+1,763
+49% +$71.7K 0.04% 71
2026
Q1 		$136K Buy
3,587
+1,429
+66% +$61.9K 0.04% 83
2025
Q4 		$107K Hold
2,158
– – 0.03% 80
2025
Q3 		$140K Buy
2,158
+339
+19% +$22.1K 0.04% 72
2025
Q2 		$110K Buy
+1,819
New +$102K 0.04% 74
2025
Q1 		– Sell
-764
Closed -$40.5K – 256
2024
Q4 		$40.5K Buy
764
+100
+15% +$4.72K 0.02% 113
2024
Q3 		$24.8K Hold
664
– – 0.01% 71
2024
Q2 		$22.7K Buy
+664
New +$24.8K 0.01% 90

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

Fairway Wealth's IBIT Position: Q2 2026 in Review

Fairway Wealth increased its iShares Bitcoin Trust (IBIT) stake by 49% in Q2 2026, buying an estimated $71.7K and bringing the position to 5,350 shares worth $180K. The position accounts for 0.04% of the portfolio, ranked #71.

Fairway Wealth first reported a position in IBIT in Q2 2024 and has held it in 8 quarters since. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Fairway Wealth held 5,350 shares of iShares Bitcoin Trust worth $180K as of Q2 2026.
  • Fairway Wealth bought 1,763 iShares Bitcoin Trust shares in Q2 2026, an estimated $71.7K.
  • iShares Bitcoin Trust made up 0.04% of Fairway Wealth's portfolio in Q2 2026, its #71 holding.
  • Fairway Wealth first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 8 quarters since.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Fairway Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.