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J2 Capital Management’s iShares Bitcoin Trust IBIT Stock Holding History

J2 Capital 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 		$685K Sell
20,579
-1,741
-8% -$70.8K 0.46% 46
2026
Q1 		$858K Buy
22,320
+6,328
+40% +$274K 0.59% 28
2025
Q4 		$794K Buy
15,992
+1,473
+10% +$83.7K 0.58% 28
2025
Q3 		$944K Buy
14,519
+969
+7% +$63K 0.71% 26
2025
Q2 		$829K Sell
13,550
-1,602
-11% -$89.8K 0.66% 25
2025
Q1 		$709K Buy
15,152
+6,852
+83% +$363K 0.65% 23
2024
Q4 		$440K Buy
+8,300
New +$392K 0.41% 64

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
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
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

J2 Capital Management's IBIT Position: Q2 2026 in Review

J2 Capital Management reduced its iShares Bitcoin Trust (IBIT) stake by 7.8% in Q2 2026, selling an estimated $70.8K and leaving 20,579 shares worth $685K. The position accounts for 0.46% of the portfolio, ranked #46.

J2 Capital Management first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $944K in Q3 2025. 258 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • J2 Capital Management held 20,579 shares of iShares Bitcoin Trust worth $685K as of Q2 2026.
  • J2 Capital Management sold 1,741 iShares Bitcoin Trust shares in Q2 2026, an estimated $70.8K.
  • iShares Bitcoin Trust made up 0.46% of J2 Capital Management's portfolio in Q2 2026, its #46 holding.
  • J2 Capital Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • J2 Capital Management's iShares Bitcoin Trust position peaked at $944K in Q3 2025.
  • 258 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on J2 Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.