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McKinley Carter Wealth Services’s iShares Bitcoin Trust IBIT Stock Holding History

McKinley Carter Wealth Services’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
Q4 		– Sell
-3,109
Closed -$202K – 325
2025
Q3 		$202K Buy
+3,109
New +$202K 0.01% 316

Other funds holding IBIT

Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 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
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return
L
Laurore Hong Kong $161M AUM
AWIRL
Al Warda Investments RSC Ltd Abu Dhabi $408M AUM

McKinley Carter Wealth Services's IBIT Position: Q4 2025 in Review

McKinley Carter Wealth Services sold out of iShares Bitcoin Trust (IBIT) in Q4 2025, closing a stake of 3,109 shares — an estimated $202K sold.

McKinley Carter Wealth Services first reported a position in IBIT in Q3 2025 and held it in 1 quarter. The position peaked at $202K in Q3 2025. 1,667 funds tracked by Wall St. Rank hold IBIT as of Q4 2025.

  • McKinley Carter Wealth Services reported no remaining iShares Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 3,109 iShares Bitcoin Trust shares in Q4 2025, an estimated $202K.
  • McKinley Carter Wealth Services first reported a position in iShares Bitcoin Trust in Q3 2025 and held it in 1 quarter.
  • McKinley Carter Wealth Services's iShares Bitcoin Trust position peaked at $202K in Q3 2025.
  • 1,667 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q4 2025.

Based on McKinley Carter Wealth Services's 13F filing for Q4 2025, filed 6 Feb 2026.