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Leavell Investment Management’s iShares Bitcoin Trust IBIT Stock Holding History

Leavell Investment 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 		$224K Sell
6,728
-2,441
-27% -$99.3K 0.01% 598
2026
Q1 		$352K Buy
9,169
+171
+2% +$7.4K 0.01% 482
2025
Q4 		$447K Sell
8,998
-2,110
-19% -$120K 0.02% 432
2025
Q3 		$722K Buy
11,108
+734
+7% +$47.7K 0.03% 351
2025
Q2 		$635K Buy
10,374
+4,174
+67% +$234K 0.03% 364
2025
Q1 		$290K Buy
6,200
+199
+3% +$10.5K 0.01% 471
2024
Q4 		$318K Hold
6,001
– – 0.02% 455
2024
Q3 		$217K Buy
+6,001
New +$208K 0.01% 510

Other funds holding IBIT

AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 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
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
FG
Franchise GP Grand Cayman $215M AUM
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

Leavell Investment Management's IBIT Position: Q2 2026 in Review

Leavell Investment Management reduced its iShares Bitcoin Trust (IBIT) stake by 27% in Q2 2026, selling an estimated $99.3K and leaving 6,728 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #598.

Leavell Investment Management first reported a position in IBIT in Q3 2024 and has held it in 8 quarters since. The position peaked at $722K in Q3 2025. 360 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Leavell Investment Management held 6,728 shares of iShares Bitcoin Trust worth $224K as of Q2 2026.
  • Leavell Investment Management sold 2,441 iShares Bitcoin Trust shares in Q2 2026, an estimated $99.3K.
  • iShares Bitcoin Trust made up 0.01% of Leavell Investment Management's portfolio in Q2 2026, its #598 holding.
  • Leavell Investment Management first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 8 quarters since.
  • Leavell Investment Management's iShares Bitcoin Trust position peaked at $722K in Q3 2025.
  • 360 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.