Hoey Investments’s iShares Bitcoin Trust IBIT Stock Holding History

Hoey Investments’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	$86.2K	Sell	2,589 -2,606	-50%	-$106K	0.01%	125
2026 Q1	$200K	Buy	5,195 +100	+2%	+$4.33K	0.03%	82
2025 Q4	$253K	Hold	5,095	–	–	0.03%	80
2025 Q3	$331K	Hold	5,095	–	–	0.04%	71
2025 Q2	$312K	Hold	5,095	–	–	0.05%	69
2025 Q1	$238K	Buy	5,095 +500	+11%	+$26.5K	0.05%	74
2024 Q4	$244K	Buy	4,595 +3,000	+188%	+$142K	0.04%	71
2024 Q3	$54.5K	Hold	1,595	–	–	0.01%	124
2024 Q2	$54.5K	Buy	+1,595	New	+$59.6K	0.01%	124

Other funds holding IBIT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

TCBWMS

Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return

PPA

Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return

PAMS

Pinpoint Asset Management (Singapore) Singapore $493M AUM 52.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Hoey Investments's IBIT Position: Q2 2026 in Review

Hoey Investments reduced its iShares Bitcoin Trust (IBIT) stake by 50% in Q2 2026, selling an estimated $106K and leaving 2,589 shares worth $86.2K. The position accounts for 0.01% of the portfolio, ranked #125.

Hoey Investments first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $331K in Q3 2025. 933 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Hoey Investments held 2,589 shares of iShares Bitcoin Trust worth $86.2K as of Q2 2026.
Hoey Investments sold 2,606 iShares Bitcoin Trust shares in Q2 2026, an estimated $106K.
iShares Bitcoin Trust made up 0.01% of Hoey Investments's portfolio in Q2 2026, its #125 holding.
Hoey Investments first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
Hoey Investments's iShares Bitcoin Trust position peaked at $331K in Q3 2025.
933 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.