I
IBIT icon

INVST’s iShares Bitcoin Trust IBIT Stock Holding History

INVST’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 		$636K Sell
19,102
-4,071
-18% -$166K 0.06% 237
2026
Q1 		$890K Sell
23,173
-573
-2% -$24.8K 0.1% 161
2025
Q4 		$1.18M Buy
23,746
+9,355
+65% +$531K 0.13% 133
2025
Q3 		$935K Buy
14,391
+1,519
+12% +$98.8K 0.11% 155
2025
Q2 		$788K Buy
12,872
+151
+1% +$8.46K 0.1% 164
2025
Q1 		$595K Buy
12,721
+2,236
+21% +$118K 0.08% 203
2024
Q4 		$556K Buy
+10,485
New +$495K 0.07% 165

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

INVST's IBIT Position: Q2 2026 in Review

INVST reduced its iShares Bitcoin Trust (IBIT) stake by 18% in Q2 2026, selling an estimated $166K and leaving 19,102 shares worth $636K. The position accounts for 0.06% of the portfolio, ranked #237.

INVST first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.18M in Q4 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • INVST held 19,102 shares of iShares Bitcoin Trust worth $636K as of Q2 2026.
  • INVST sold 4,071 iShares Bitcoin Trust shares in Q2 2026, an estimated $166K.
  • iShares Bitcoin Trust made up 0.06% of INVST's portfolio in Q2 2026, its #237 holding.
  • INVST first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • INVST's iShares Bitcoin Trust position peaked at $1.18M in Q4 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.