Formidable Asset Management’s iShares Bitcoin Trust IBIT Stock Holding History

Formidable Asset 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	$637K	Buy	16,592 +260	+2%	+$10.6K	0.1%	193
2026 Q1	$811K	Sell	16,332 -6,661	-29%	-$288K	0.13%	161
2025 Q4	$1.49M	Sell	22,993 -817	-3%	-$46.4K	0.22%	90
2025 Q3	$1.46M	Sell	23,810 -848	-3%	-$55.2K	0.23%	83
2025 Q2	$1.15M	Hold	24,658	–	–	0.19%	98
2025 Q1	$1.15M	Buy	24,658 +85	+0.3%	+$4.5K	0.19%	97
2024 Q4	$1.3M	Buy	24,573 +1,438	+6%	+$67.9K	0.21%	89
2024 Q3	$836K	Buy	23,135 +8,183	+55%	+$284K	0.13%	148
2024 Q2	$510K	Buy	+14,952	New	+$558K	0.08%	233

Other funds holding IBIT

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

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

BWM

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SBF

Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

Formidable Asset Management's IBIT Position: Q2 2026 in Review

Formidable Asset Management increased its iShares Bitcoin Trust (IBIT) stake by 1.6% in Q2 2026, buying an estimated $10.6K and bringing the position to 16,592 shares worth $637K. The position accounts for 0.1% of the portfolio, ranked #193.

Formidable Asset Management first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.49M in Q4 2025. 278 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Formidable Asset Management held 16,592 shares of iShares Bitcoin Trust worth $637K as of Q2 2026.
Formidable Asset Management bought 260 iShares Bitcoin Trust shares in Q2 2026, an estimated $10.6K.
iShares Bitcoin Trust made up 0.1% of Formidable Asset Management's portfolio in Q2 2026, its #193 holding.
Formidable Asset Management first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
Formidable Asset Management's iShares Bitcoin Trust position peaked at $1.49M in Q4 2025.
278 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.