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Midwest Financial Partners Investments’s iShares Bitcoin Trust IBIT Stock Holding History

Midwest Financial Partners Investments’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 		$287K Hold
8,630
– – 0.12% 68
2026
Q1 		$332K Buy
+8,630
New +$374K 0.18% 61

Other funds holding IBIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return

Midwest Financial Partners Investments's IBIT Position: Q2 2026 in Review

Midwest Financial Partners Investments held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 8,630 shares worth $287K. The position accounts for 0.12% of the portfolio, ranked #68.

Midwest Financial Partners Investments first reported a position in IBIT in Q1 2026 and has held it in 2 quarters since. The position peaked at $332K in Q1 2026. 1,147 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Midwest Financial Partners Investments held 8,630 shares of iShares Bitcoin Trust worth $287K as of Q2 2026.
  • Midwest Financial Partners Investments left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up 0.12% of Midwest Financial Partners Investments's portfolio in Q2 2026, its #68 holding.
  • Midwest Financial Partners Investments first reported a position in iShares Bitcoin Trust in Q1 2026 and has held it in 2 quarters since.
  • Midwest Financial Partners Investments's iShares Bitcoin Trust position peaked at $332K in Q1 2026.
  • 1,147 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Midwest Financial Partners Investments's 13F filing for Q2 2026, filed 15 Jul 2026.