IFWM
IBIT icon

Institute for Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Institute for Wealth Management’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 		– Hold
0
– – – 801

Other funds holding IBIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
LPL Financial
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
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
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Institute for Wealth Management's IBIT Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 69,615 shares worth $2.32M. The stake represents 0.2% of the portfolio and ranks #97 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in IBIT as recently as Q4 2025.

Institute for Wealth Management first reported a position in IBIT in Q1 2025 and has held it in 5 quarters since. 950 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Institute for Wealth Management held 69,615 shares of iShares Bitcoin Trust worth $2.32M as of Q2 2026.
  • iShares Bitcoin Trust was a new Institute for Wealth Management position in Q2 2026.
  • iShares Bitcoin Trust made up 0.2% of Institute for Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Institute for Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 5 quarters since.
  • 950 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.