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Fortitude Financial’s iShares Bitcoin Trust IBIT Stock Holding History

Fortitude Financial’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 		$499K Sell
15,004
-716
-5% -$29.1K 0.45% 18
2026
Q1 		$604K Buy
15,720
+3,015
+24% +$131K 0.32% 24
2025
Q4 		$631K Buy
+12,705
New +$722K 0.54% 23
2025
Q2 		– Sell
-12,258
Closed -$574K – 40
2025
Q1 		$574K Hold
12,258
– – 0.55% 24
2024
Q4 		$650K Buy
+12,258
New +$579K 0.36% 24

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

Fortitude Financial's IBIT Position: Q2 2026 in Review

Fortitude Financial reduced its iShares Bitcoin Trust (IBIT) stake by 4.6% in Q2 2026, selling an estimated $29.1K and leaving 15,004 shares worth $499K. The position accounts for 0.45% of the portfolio, ranked #18.

Fortitude Financial first reported a position in IBIT in Q4 2024 and has held it in 5 quarters since. The position peaked at $650K in Q4 2024. 244 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Fortitude Financial held 15,004 shares of iShares Bitcoin Trust worth $499K as of Q2 2026.
  • Fortitude Financial sold 716 iShares Bitcoin Trust shares in Q2 2026, an estimated $29.1K.
  • iShares Bitcoin Trust made up 0.45% of Fortitude Financial's portfolio in Q2 2026, its #18 holding.
  • Fortitude Financial first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 5 quarters since.
  • Fortitude Financial's iShares Bitcoin Trust position peaked at $650K in Q4 2024.
  • 244 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Fortitude Financial's 13F filing for Q2 2026, filed 9 Jul 2026.