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

Midwest 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 Q3	$293K	Sell	6,198 -253	-4%	-$10.2K	0.1%	119
2026 Q2	$215K	Sell	6,451 -2,270	-26%	-$92.3K	0.08%	128
2026 Q1	$335K	Sell	8,721 -819	-9%	-$35.5K	0.14%	95
2025 Q4	$474K	Buy	9,540 +614	+7%	+$34.9K	0.21%	77
2025 Q3	$580K	Sell	8,926 -2,962	-25%	-$193K	0.28%	64
2025 Q2	$728K	Buy	11,888 +1,700	+17%	+$95.3K	0.38%	56
2025 Q1	$477K	Buy	10,188 +2,940	+41%	+$156K	0.28%	66
2024 Q4	$385K	Buy	+7,248	New	+$342K	0.22%	81

Other funds holding IBIT

NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return

Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Garda Capital Partners Wayzata, Minnesota $127M AUM 27.14% 1-Year Est. Return

Midwest Financial Group's IBIT Position: Q3 2026 in Review

Midwest Financial Group reduced its iShares Bitcoin Trust (IBIT) stake by 3.9% in Q3 2026, selling an estimated $10.2K and leaving 6,198 shares worth $293K. The position accounts for 0.1% of the portfolio, ranked #119.

Midwest Financial Group first reported a position in IBIT in Q4 2024 and has held it in 8 quarters since. The position peaked at $728K in Q2 2025. 1,033 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Midwest Financial Group held 6,198 shares of iShares Bitcoin Trust worth $293K as of Q3 2026.
Midwest Financial Group sold 253 iShares Bitcoin Trust shares in Q3 2026, an estimated $10.2K.
iShares Bitcoin Trust made up 0.1% of Midwest Financial Group's portfolio in Q3 2026, its #119 holding.
Midwest Financial Group first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 8 quarters since.
Midwest Financial Group's iShares Bitcoin Trust position peaked at $728K in Q2 2025.
1,033 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Midwest Financial Group's 13F filing for Q3 2026, filed 15 Oct 2026.