Howard Capital Management Group’s iShares Bitcoin Trust IBIT Stock Holding History

Howard Capital Management Group’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	$849K	Sell	25,515 -275	-1%	-$11.2K	0.05%	69
2026 Q1	$991K	Hold	25,790	–	–	0.07%	59
2025 Q4	$1.28M	Buy	25,790 +100	+0.4%	+$5.68K	0.08%	52
2025 Q3	$1.67M	Buy	25,690 +165	+0.6%	+$10.7K	0.11%	50
2025 Q2	$1.56M	Hold	25,525	–	–	0.11%	47
2025 Q1	$1.19M	Buy	25,525 +10,725	+72%	+$568K	0.09%	50
2024 Q4	$785K	Buy	+14,800	New	+$699K	0.05%	65

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

Howard Capital Management Group's IBIT Position: Q2 2026 in Review

Howard Capital Management Group reduced its iShares Bitcoin Trust (IBIT) stake by 1.1% in Q2 2026, selling an estimated $11.2K and leaving 25,515 shares worth $849K. The position accounts for 0.05% of the portfolio, ranked #69.

Howard Capital Management Group first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.67M in Q3 2025. 244 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Howard Capital Management Group held 25,515 shares of iShares Bitcoin Trust worth $849K as of Q2 2026.
Howard Capital Management Group sold 275 iShares Bitcoin Trust shares in Q2 2026, an estimated $11.2K.
iShares Bitcoin Trust made up 0.05% of Howard Capital Management Group's portfolio in Q2 2026, its #69 holding.
Howard Capital Management Group first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
Howard Capital Management Group's iShares Bitcoin Trust position peaked at $1.67M in Q3 2025.
244 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Howard Capital Management Group's 13F filing for Q2 2026, filed 16 Jul 2026.