FWM
IBIT icon

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

Fonville 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 		$1.2M Buy
35,908
+1,314
+4% +$53.5K 0.2% 67
2026
Q1 		$1.33M Buy
34,594
+1,630
+5% +$70.6K 0.25% 60
2025
Q4 		$1.64M Buy
32,964
+5,693
+21% +$323K 0.33% 52
2025
Q3 		$1.77M Buy
27,271
+4,681
+21% +$304K 0.4% 45
2025
Q2 		$1.38M Buy
22,590
+3,953
+21% +$222K 0.35% 53
2025
Q1 		$872K Buy
+18,637
New +$987K 0.26% 60

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

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

Fonville Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 3.8% in Q2 2026, buying an estimated $53.5K and bringing the position to 35,908 shares worth $1.2M. The position accounts for 0.2% of the portfolio, ranked #67.

Fonville Wealth Management first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.77M in Q3 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Fonville Wealth Management held 35,908 shares of iShares Bitcoin Trust worth $1.2M as of Q2 2026.
  • Fonville Wealth Management bought 1,314 iShares Bitcoin Trust shares in Q2 2026, an estimated $53.5K.
  • iShares Bitcoin Trust made up 0.2% of Fonville Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Fonville Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
  • Fonville Wealth Management's iShares Bitcoin Trust position peaked at $1.77M in Q3 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.