MFG
IBIT icon

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 		$529K Buy
+15,900
New +$647K ﹤0.01% 1466

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
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
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. 265 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.
  • 265 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.