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McCarley & Cook Financial Planners’s iShares Bitcoin Trust IBIT Stock Holding History

McCarley & Cook Financial Planners’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 		$62.3K Hold
1,315
– – 0.05% 85
2026
Q2 		$43.8K Hold
1,315
– – 0.03% 101
2026
Q1 		$50.5K Hold
1,315
– – 0.04% 93
2025
Q4 		$65.3K Buy
+1,315
New +$74.7K 0.06% 75

Other funds holding IBIT

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Oxler Private Wealth
Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BigSur Wealth Management
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
Proathlete Wealth Management
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
Sara-Bay Financial
Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return
FG
Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return

McCarley & Cook Financial Planners's IBIT Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its iShares Bitcoin Trust (IBIT) position steady in Q3 2026 at 1,315 shares worth $62.3K. The position accounts for 0.05% of the portfolio, ranked #85.

McCarley & Cook Financial Planners first reported a position in IBIT in Q4 2025 and has held it in 4 quarters since. The position peaked at $65.3K in Q4 2025. 507 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • McCarley & Cook Financial Planners held 1,315 shares of iShares Bitcoin Trust worth $62.3K as of Q3 2026.
  • McCarley & Cook Financial Planners left its iShares Bitcoin Trust share count unchanged in Q3 2026.
  • iShares Bitcoin Trust made up 0.05% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #85 holding.
  • McCarley & Cook Financial Planners first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's iShares Bitcoin Trust position peaked at $65.3K in Q4 2025.
  • 507 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.