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MFG Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

MFG Wealth 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 		$1.07M Buy
32,233
+8,776
+37% +$357K 0.77% 62
2026
Q1 		$901K Buy
23,457
+3,369
+17% +$146K 0.75% 60
2025
Q4 		$997K Buy
20,088
+400
+2% +$22.7K 0.78% 54
2025
Q3 		$1.28M Buy
19,688
+2,662
+16% +$173K 0.97% 56
2025
Q2 		$1.04M Buy
+17,026
New +$954K 0.88% 46

Other funds holding IBIT

AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 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
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

MFG Wealth Management's IBIT Position: Q2 2026 in Review

MFG Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 37% in Q2 2026, buying an estimated $357K and bringing the position to 32,233 shares worth $1.07M. The position accounts for 0.77% of the portfolio, ranked #62.

MFG Wealth Management first reported a position in IBIT in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.28M in Q3 2025. 327 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • MFG Wealth Management held 32,233 shares of iShares Bitcoin Trust worth $1.07M as of Q2 2026.
  • MFG Wealth Management bought 8,776 iShares Bitcoin Trust shares in Q2 2026, an estimated $357K.
  • iShares Bitcoin Trust made up 0.77% of MFG Wealth Management's portfolio in Q2 2026, its #62 holding.
  • MFG Wealth Management first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 5 quarters since.
  • MFG Wealth Management's iShares Bitcoin Trust position peaked at $1.28M in Q3 2025.
  • 327 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on MFG Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.