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McElhenny Sheffield Capital Management’s iShares Bitcoin Trust IBIT Stock Holding History

McElhenny Sheffield Capital 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 		– Sell
-9,874
Closed -$379K – 115
2026
Q1 		$379K Hold
9,874
– – 0.09% 47
2025
Q4 		$490K Sell
9,874
-16,218
-62% -$921K 0.12% 42
2025
Q3 		$1.7M Buy
26,092
+7,823
+43% +$509K 0.4% 17
2025
Q2 		$1.12M Hold
18,269
– – 0.3% 21
2025
Q1 		$855K Buy
+18,269
New +$967K 0.32% 22

Other funds holding IBIT

CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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

McElhenny Sheffield Capital Management's IBIT Position: Q2 2026 in Review

McElhenny Sheffield Capital Management sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 9,874 shares — an estimated $379K sold.

McElhenny Sheffield Capital Management first reported a position in IBIT in Q1 2025 and held it in 5 quarters. The position peaked at $1.7M in Q3 2025. 463 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • McElhenny Sheffield Capital Management reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 9,874 iShares Bitcoin Trust shares in Q2 2026, an estimated $379K.
  • McElhenny Sheffield Capital Management first reported a position in iShares Bitcoin Trust in Q1 2025 and held it in 5 quarters.
  • McElhenny Sheffield Capital Management's iShares Bitcoin Trust position peaked at $1.7M in Q3 2025.
  • 463 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on McElhenny Sheffield Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.