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Leverty Financial Group’s iShares Bitcoin Trust IBIT Stock Holding History

Leverty Financial Group’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 		$253K Buy
+7,605
New +$309K 0.05% 38
2026
Q1 		– Sell
-3,656
Closed -$182K – 51
2025
Q4 		$182K Buy
3,656
+244
+7% +$13.9K 0.04% 46
2025
Q3 		$222K Buy
+3,412
New +$222K 0.06% 38

Other funds holding IBIT

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
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

Leverty Financial Group's IBIT Position: Q2 2026 in Review

Leverty Financial Group opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 7,605 shares worth $253K. The stake represents 0.05% of the portfolio and ranks #38 among its holdings. This is a return to the name: Leverty Financial Group previously reported a position in IBIT as recently as Q4 2025.

Leverty Financial Group first reported a position in IBIT in Q3 2025 and has held it in 3 quarters since. 244 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Leverty Financial Group held 7,605 shares of iShares Bitcoin Trust worth $253K as of Q2 2026.
  • iShares Bitcoin Trust was a new Leverty Financial Group position in Q2 2026.
  • iShares Bitcoin Trust made up 0.05% of Leverty Financial Group's portfolio in Q2 2026, its #38 holding.
  • Leverty Financial Group first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 3 quarters since.
  • 244 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.