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

Merit 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	$9.75M	Buy	293,028 +106,074	+57%	+$4.31M	0.06%	263
2026 Q1	$7.18M	Buy	186,954 +112,938	+153%	+$4.89M	0.05%	303
2025 Q4	$3.67M	Buy	74,016 +780	+1%	+$44.3K	0.03%	444
2025 Q3	$4.76M	Buy	73,236 +34,556	+89%	+$2.25M	0.04%	326
2025 Q2	$2.37M	Buy	38,680 +12,114	+46%	+$679K	0.03%	468
2025 Q1	$1.24M	Buy	26,566 +9,066	+52%	+$480K	0.02%	577
2024 Q4	$928K	Buy	+17,500	New	+$826K	0.02%	530

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

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

Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

CPL

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

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

Merit Financial Group increased its iShares Bitcoin Trust (IBIT) stake by 57% in Q2 2026, buying an estimated $4.31M and bringing the position to 293,028 shares worth $9.75M. The position accounts for 0.06% of the portfolio, ranked #263.

Merit Financial Group first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. 244 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Merit Financial Group held 293,028 shares of iShares Bitcoin Trust worth $9.75M as of Q2 2026.
Merit Financial Group bought 106,074 iShares Bitcoin Trust shares in Q2 2026, an estimated $4.31M.
iShares Bitcoin Trust made up 0.06% of Merit Financial Group's portfolio in Q2 2026, its #263 holding.
Merit Financial Group first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
244 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.