Kovitz Investment Group Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Kovitz Investment Group Partners’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	$237K	Sell	7,133 -287	-4%	-$11.7K	0.01%	459
2026 Q1	$285K	Sell	7,420 -469	-6%	-$20.3K	0.01%	449
2025 Q4	$392K	Sell	7,889 -26,980	-77%	-$1.53M	0.01%	414
2025 Q3	$2.27M	Buy	34,869 +3,381	+11%	+$220K	0.01%	634
2025 Q2	$1.93M	Buy	31,488 +7,279	+30%	+$408K	0.01%	633
2025 Q1	$1.13M	Buy	24,209 +7,039	+41%	+$373K	0.01%	705
2024 Q4	$911K	Buy	17,170 +2,600	+18%	+$123K	﹤0.01%	739
2024 Q3	$333K	Buy	+14,570	New	+$506K	﹤0.01%	848

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MIC

Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Kovitz Investment Group Partners's IBIT Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its iShares Bitcoin Trust (IBIT) stake by 3.9% in Q2 2026, selling an estimated $11.7K and leaving 7,133 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #459.

Kovitz Investment Group Partners first reported a position in IBIT in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.27M in Q3 2025. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Kovitz Investment Group Partners held 7,133 shares of iShares Bitcoin Trust worth $237K as of Q2 2026.
Kovitz Investment Group Partners sold 287 iShares Bitcoin Trust shares in Q2 2026, an estimated $11.7K.
iShares Bitcoin Trust made up 0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #459 holding.
Kovitz Investment Group Partners first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 8 quarters since.
Kovitz Investment Group Partners's iShares Bitcoin Trust position peaked at $2.27M in Q3 2025.
1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.