IRON Financial’s iShares Bitcoin Trust IBIT Stock Holding History

IRON Financial’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	$448K	Sell	13,466 -95	-0.7%	-$3.86K	0.19%	76
2026 Q1	$521K	Sell	13,561 -1,001	-7%	-$43.3K	0.23%	74
2025 Q4	$723K	Buy	14,562 +327	+2%	+$18.6K	0.33%	58
2025 Q3	$925K	Buy	14,235 +512	+4%	+$33.3K	0.44%	38
2025 Q2	$840K	Buy	13,723 +2,876	+27%	+$161K	0.44%	42
2025 Q1	$508K	Buy	10,847 +105	+1%	+$5.56K	0.28%	57
2024 Q4	$570K	Buy	+10,742	New	+$507K	0.32%	52

Other funds holding IBIT

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

PPA

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

OCM

Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

IRON Financial's IBIT Position: Q2 2026 in Review

IRON Financial reduced its iShares Bitcoin Trust (IBIT) stake by 0.7% in Q2 2026, selling an estimated $3.86K and leaving 13,466 shares worth $448K. The position accounts for 0.19% of the portfolio, ranked #76.

IRON Financial first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $925K in Q3 2025. 678 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

IRON Financial held 13,466 shares of iShares Bitcoin Trust worth $448K as of Q2 2026.
IRON Financial sold 95 iShares Bitcoin Trust shares in Q2 2026, an estimated $3.86K.
iShares Bitcoin Trust made up 0.19% of IRON Financial's portfolio in Q2 2026, its #76 holding.
IRON Financial first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
IRON Financial's iShares Bitcoin Trust position peaked at $925K in Q3 2025.
678 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.