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 Q3	$1.08M	Buy	22,827 +2,248	+11%	+$90.7K	0.68%	21
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

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return

Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return

Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return

J2 Capital Management's IBIT Position: Q3 2026 in Review

J2 Capital Management increased its iShares Bitcoin Trust (IBIT) stake by 11% in Q3 2026, buying an estimated $90.7K and bringing the position to 22,827 shares worth $1.08M. The position accounts for 0.68% of the portfolio, ranked #21.

J2 Capital Management first reported a position in IBIT in Q4 2024 and has held it in 8 quarters since. 457 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

J2 Capital Management held 22,827 shares of iShares Bitcoin Trust worth $1.08M as of Q3 2026.
J2 Capital Management bought 2,248 iShares Bitcoin Trust shares in Q3 2026, an estimated $90.7K.
iShares Bitcoin Trust made up 0.68% of J2 Capital Management's portfolio in Q3 2026, its #21 holding.
J2 Capital Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 8 quarters since.
457 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on J2 Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.