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Owen LaRue’s iShares Bitcoin Trust IBIT Stock Holding History

Owen LaRue’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 		$747K Buy
22,452
+506
+2% +$20.6K 0.26% 77
2026
Q1 		$843K Buy
+21,946
New +$950K 0.32% 65

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
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Owen LaRue's IBIT Position: Q2 2026 in Review

Owen LaRue increased its iShares Bitcoin Trust (IBIT) stake by 2.3% in Q2 2026, buying an estimated $20.6K and bringing the position to 22,452 shares worth $747K. The position accounts for 0.26% of the portfolio, ranked #77.

Owen LaRue first reported a position in IBIT in Q1 2026 and has held it in 2 quarters since. The position peaked at $843K in Q1 2026. 467 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Owen LaRue held 22,452 shares of iShares Bitcoin Trust worth $747K as of Q2 2026.
  • Owen LaRue bought 506 iShares Bitcoin Trust shares in Q2 2026, an estimated $20.6K.
  • iShares Bitcoin Trust made up 0.26% of Owen LaRue's portfolio in Q2 2026, its #77 holding.
  • Owen LaRue first reported a position in iShares Bitcoin Trust in Q1 2026 and has held it in 2 quarters since.
  • Owen LaRue's iShares Bitcoin Trust position peaked at $843K in Q1 2026.
  • 467 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Owen LaRue's 13F filing for Q2 2026, filed 22 Jul 2026.