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Howe & Rusling’s iShares Bitcoin Trust IBIT Stock Holding History

Howe & Rusling’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 		– Sell
-5,720
Closed -$220K – 508
2026
Q1 		$220K Buy
+5,720
New +$248K 0.01% 285
2025
Q4 		– Sell
-4,568
Closed -$297K – 488
2025
Q3 		$297K Sell
4,568
-1,633
-26% -$106K 0.02% 238
2025
Q2 		$380K Buy
+6,201
New +$347K 0.03% 197
2025
Q1 		– Sell
-4,495
Closed -$238K – 445
2024
Q4 		$238K Buy
+4,495
New +$212K 0.02% 231
2024
Q3 		– Sell
-77,407
Closed -$2.64M – 417
2024
Q2 		$2.64M Sell
77,407
-61,395
-44% -$2.29M 0.24% 89
2024
Q1 		$5.62M Buy
+138,802
New +$4.33M 0.54% 63

Other funds holding IBIT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Howe & Rusling's IBIT Position: Q2 2026 in Review

Howe & Rusling sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 5,720 shares — an estimated $220K sold.

Howe & Rusling first reported a position in IBIT in Q1 2024 and held it in 6 quarters. The position peaked at $5.62M in Q1 2024. 1,476 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Howe & Rusling reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Howe & Rusling sold 5,720 iShares Bitcoin Trust shares in Q2 2026, an estimated $220K.
  • Howe & Rusling first reported a position in iShares Bitcoin Trust in Q1 2024 and held it in 6 quarters.
  • Howe & Rusling's iShares Bitcoin Trust position peaked at $5.62M in Q1 2024.
  • 1,476 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.