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Masso Torrence Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Masso Torrence Wealth 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
2025
Q3 		$693K Buy
10,665
+140
+1% +$9.11K 0.29% 52
2025
Q2 		$644K Sell
10,525
-380
-3% -$21.3K 0.3% 53
2025
Q1 		$510K Buy
10,905
+400
+4% +$21.2K 0.27% 60
2024
Q4 		$557K Buy
10,505
+506
+5% +$23.9K 0.29% 53
2024
Q3 		$361K Buy
9,999
+1,337
+15% +$46.4K 0.19% 68
2024
Q2 		$296K Buy
8,662
+435
+5% +$16.2K 0.16% 78
2024
Q1 		$333K Buy
+8,227
New +$257K 0.2% 72

Other funds holding IBIT

BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SI
Symmetry Investments St Helier, Jersey $913M AUM 30.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

Masso Torrence Wealth Management's IBIT Position: Q3 2025 in Review

Masso Torrence Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 1.3% in Q3 2025, buying an estimated $9.11K and bringing the position to 10,665 shares worth $693K. The position accounts for 0.29% of the portfolio, ranked #52.

Masso Torrence Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 7 quarters since. 1,623 funds tracked by Wall St. Rank hold IBIT as of Q3 2025.

  • Masso Torrence Wealth Management held 10,665 shares of iShares Bitcoin Trust worth $693K as of Q3 2025.
  • Masso Torrence Wealth Management bought 140 iShares Bitcoin Trust shares in Q3 2025, an estimated $9.11K.
  • iShares Bitcoin Trust made up 0.29% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #52 holding.
  • Masso Torrence Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 7 quarters since.
  • 1,623 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.