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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
Q3 		$409K Hold
8,630
– – 0.16% 57
2026
Q2 		$287K Hold
8,630
– – 0.12% 68
2026
Q1 		$332K Buy
+8,630
New +$374K 0.18% 61

Other funds holding IBIT

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
PWM
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
FG
Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Midwest Financial Partners Investments's IBIT Position: Q3 2026 in Review

Midwest Financial Partners Investments held its iShares Bitcoin Trust (IBIT) position steady in Q3 2026 at 8,630 shares worth $409K. The position accounts for 0.16% of the portfolio, ranked #57.

Midwest Financial Partners Investments first reported a position in IBIT in Q1 2026 and has held it in 3 quarters since. 269 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Midwest Financial Partners Investments held 8,630 shares of iShares Bitcoin Trust worth $409K as of Q3 2026.
  • Midwest Financial Partners Investments left its iShares Bitcoin Trust share count unchanged in Q3 2026.
  • iShares Bitcoin Trust made up 0.16% of Midwest Financial Partners Investments's portfolio in Q3 2026, its #57 holding.
  • Midwest Financial Partners Investments first reported a position in iShares Bitcoin Trust in Q1 2026 and has held it in 3 quarters since.
  • 269 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Midwest Financial Partners Investments's 13F filing for Q3 2026, filed 8 Oct 2026.