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Jamison Private Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Jamison Private 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
– -$564K – 228
2026
Q1 		– Hold
0
– – – 143
2025
Q4 		– Hold
0
– – – 153

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
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Commonwealth Equity Services
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
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Jamison Private Wealth Management's IBIT Position: Q2 2026 in Review

Jamison Private Wealth Management opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 14,513 shares worth $483K. The stake represents 0.05% of the portfolio and ranks #176 among its holdings.

588 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Jamison Private Wealth Management held 14,513 shares of iShares Bitcoin Trust worth $483K as of Q2 2026.
  • iShares Bitcoin Trust was a new Jamison Private Wealth Management position in Q2 2026.
  • iShares Bitcoin Trust made up 0.05% of Jamison Private Wealth Management's portfolio in Q2 2026, its #176 holding.
  • 588 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.