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SACKS & ASSOCIATES, LLC’s iShares Bitcoin Trust IBIT Stock Holding History

SACKS & ASSOCIATES, LLC’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 		$680K Hold
19,073
– – 0.46% 46
2026
Q1 		$733K Hold
19,073
– – 0.54% 42
2025
Q4 		$947K Buy
+19,073
New +$1.08M 0.7% 34

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
PAMS
Pinpoint Asset Management (Singapore) Singapore $493M AUM 52.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

SACKS & ASSOCIATES, LLC's IBIT Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 19,073 shares worth $680K. The position accounts for 0.46% of the portfolio, ranked #46.

SACKS & ASSOCIATES, LLC first reported a position in IBIT in Q4 2025 and has held it in 3 quarters since. The position peaked at $947K in Q4 2025. 873 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • SACKS & ASSOCIATES, LLC held 19,073 shares of iShares Bitcoin Trust worth $680K as of Q2 2026.
  • SACKS & ASSOCIATES, LLC left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up 0.46% of SACKS & ASSOCIATES, LLC's portfolio in Q2 2026, its #46 holding.
  • SACKS & ASSOCIATES, LLC first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • SACKS & ASSOCIATES, LLC's iShares Bitcoin Trust position peaked at $947K in Q4 2025.
  • 873 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.