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Merkkuri Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Merkkuri Wealth Advisors’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 		$356K Buy
10,705
+195
+2% +$7.93K 0.22% 65
2026
Q1 		$404K Buy
10,510
+65
+0.6% +$2.81K 0.27% 60
2025
Q4 		$519K Buy
10,445
+1,710
+20% +$97.1K 0.35% 55
2025
Q3 		$568K Buy
+8,735
New +$568K 0.41% 49

Other funds holding IBIT

Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
PPA
Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RSC
Rising Stella Capital Singapore $249M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Merkkuri Wealth Advisors's IBIT Position: Q2 2026 in Review

Merkkuri Wealth Advisors increased its iShares Bitcoin Trust (IBIT) stake by 1.9% in Q2 2026, buying an estimated $7.93K and bringing the position to 10,705 shares worth $356K. The position accounts for 0.22% of the portfolio, ranked #65.

Merkkuri Wealth Advisors first reported a position in IBIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $568K in Q3 2025. 743 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Merkkuri Wealth Advisors held 10,705 shares of iShares Bitcoin Trust worth $356K as of Q2 2026.
  • Merkkuri Wealth Advisors bought 195 iShares Bitcoin Trust shares in Q2 2026, an estimated $7.93K.
  • iShares Bitcoin Trust made up 0.22% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #65 holding.
  • Merkkuri Wealth Advisors first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • Merkkuri Wealth Advisors's iShares Bitcoin Trust position peaked at $568K in Q3 2025.
  • 743 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.