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Harper Investing’s iShares Bitcoin Trust IBIT Stock Holding History

Harper Investing’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 		$2.01M Buy
60,443
+13,049
+28% +$531K 0.68% 41
2026
Q1 		$1.82M Buy
47,394
+9,217
+24% +$399K 0.79% 35
2025
Q4 		$1.9M Buy
38,177
+8,752
+30% +$497K 0.82% 35
2025
Q3 		$1.91M Buy
29,425
+8,788
+43% +$572K 0.91% 36
2025
Q2 		$1.26M Buy
20,637
+909
+5% +$50.9K 0.71% 35
2025
Q1 		$923K Buy
+19,728
New +$1.04M 0.61% 33

Other funds holding IBIT

MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
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
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
PO
PBCay One Dubai, United Arab Emirates $1.74B AUM

Harper Investing's IBIT Position: Q2 2026 in Review

Harper Investing increased its iShares Bitcoin Trust (IBIT) stake by 28% in Q2 2026, buying an estimated $531K and bringing the position to 60,443 shares worth $2.01M. The position accounts for 0.68% of the portfolio, ranked #41.

Harper Investing first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. 559 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Harper Investing held 60,443 shares of iShares Bitcoin Trust worth $2.01M as of Q2 2026.
  • Harper Investing bought 13,049 iShares Bitcoin Trust shares in Q2 2026, an estimated $531K.
  • iShares Bitcoin Trust made up 0.68% of Harper Investing's portfolio in Q2 2026, its #41 holding.
  • Harper Investing first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
  • 559 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Harper Investing's 13F filing for Q2 2026, filed 22 Jul 2026.