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Legacy Wealth Management (Idaho)’s iShares Bitcoin Trust IBIT Stock Holding History

Legacy Wealth Management (Idaho)’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 		$461K Buy
13,833
+784
+6% +$31.9K 0.19% 119
2026
Q1 		$501K Buy
13,049
+2,002
+18% +$86.7K 0.25% 77
2025
Q4 		$548K Sell
11,047
-331
-3% -$18.8K 0.26% 69
2025
Q3 		$740K Buy
11,378
+10,385
+1,046% +$676K 0.33% 55
2025
Q2 		$60.8K Sell
993
-96
-9% -$5.38K 0.03% 141
2025
Q1 		$51K Buy
+1,089
New +$57.7K 0.04% 138

Other funds holding IBIT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
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
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s IBIT Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its iShares Bitcoin Trust (IBIT) stake by 6% in Q2 2026, buying an estimated $31.9K and bringing the position to 13,833 shares worth $461K. The position accounts for 0.19% of the portfolio, ranked #119.

Legacy Wealth Management (Idaho) first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $740K in Q3 2025. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 13,833 shares of iShares Bitcoin Trust worth $461K as of Q2 2026.
  • Legacy Wealth Management (Idaho) bought 784 iShares Bitcoin Trust shares in Q2 2026, an estimated $31.9K.
  • iShares Bitcoin Trust made up 0.19% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #119 holding.
  • Legacy Wealth Management (Idaho) first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
  • Legacy Wealth Management (Idaho)'s iShares Bitcoin Trust position peaked at $740K in Q3 2025.
  • 1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.