JSW
IBIT icon

Journey Strategic Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

Journey Strategic Wealth’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
Q1 		$237K Buy
6,169
+825
+15% +$35.7K 0.01% 682
2025
Q4 		$265K Sell
5,344
-288,777
-98% -$16.4M 0.01% 559
2025
Q3 		$19.1M Buy
294,121
+282,922
+2,526% +$18.4M 0.54% 17
2025
Q2 		$685K Buy
+11,199
New +$628K 0.02% 228

Other funds holding IBIT

BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $975M AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GD
Galaxy Digital New York $1.16B AUM

Journey Strategic Wealth's IBIT Position: Q1 2026 in Review

Journey Strategic Wealth increased its iShares Bitcoin Trust (IBIT) stake by 15% in Q1 2026, buying an estimated $35.7K and bringing the position to 6,169 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #682.

Journey Strategic Wealth first reported a position in IBIT in Q2 2025 and has held it in 4 quarters since. The position peaked at $19.1M in Q3 2025. 1,536 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Journey Strategic Wealth held 6,169 shares of iShares Bitcoin Trust worth $237K as of Q1 2026.
  • Journey Strategic Wealth bought 825 iShares Bitcoin Trust shares in Q1 2026, an estimated $35.7K.
  • iShares Bitcoin Trust made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #682 holding.
  • Journey Strategic Wealth first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 4 quarters since.
  • Journey Strategic Wealth's iShares Bitcoin Trust position peaked at $19.1M in Q3 2025.
  • 1,536 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.