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

Nadler 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
Q2 		$372K Buy
11,170
+1,720
+18% +$70K 0.03% 107
2026
Q1 		$363K Buy
9,450
+4,894
+107% +$212K 0.04% 98
2025
Q4 		$226K Buy
+4,556
New +$259K 0.02% 128

Other funds holding IBIT

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
PPA
Pilgrim Partners Asia Singapore $234M AUM 16.76% 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
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Nadler Financial Group's IBIT Position: Q2 2026 in Review

Nadler Financial Group increased its iShares Bitcoin Trust (IBIT) stake by 18% in Q2 2026, buying an estimated $70K and bringing the position to 11,170 shares worth $372K. The position accounts for 0.03% of the portfolio, ranked #107.

Nadler Financial Group first reported a position in IBIT in Q4 2025 and has held it in 3 quarters since. 678 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Nadler Financial Group held 11,170 shares of iShares Bitcoin Trust worth $372K as of Q2 2026.
  • Nadler Financial Group bought 1,720 iShares Bitcoin Trust shares in Q2 2026, an estimated $70K.
  • iShares Bitcoin Trust made up 0.03% of Nadler Financial Group's portfolio in Q2 2026, its #107 holding.
  • Nadler Financial Group first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • 678 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.