Oxler Private Wealth
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Oxler Private Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

Oxler Private Wealth’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 		$29.4M Buy
621,269
+4,755
+0.8% +$192K 7.9% 3
2026
Q2 		$20.5M Buy
616,514
+61,324
+11% +$2.49M 5.86% 4
2026
Q1 		$21.3M Buy
555,190
+1,736
+0.3% +$75.2K 6.68% 3
2025
Q4 		$27.5M Buy
553,454
+52,183
+10% +$2.96M 7.96% 3
2025
Q3 		$32.6M Sell
501,271
-9,383
-2% -$610K 9.48% 3
2025
Q2 		$31.3M Buy
510,654
+4,194
+0.8% +$235K 9.82% 3
2025
Q1 		$23.7M Buy
506,460
+6,186
+1% +$327K 8.33% 3
2024
Q4 		$26.5M Buy
500,274
+27,331
+6% +$1.29M 8.73% 3
2024
Q3 		$17.1M Buy
472,943
+7,465
+2% +$259K 5.95% 4
2024
Q2 		$15.9M Buy
465,478
+187,709
+68% +$7.01M 5.88% 4
2024
Q1 		$11.2M Buy
+277,769
New +$8.66M 4.41% 6

Other funds holding IBIT

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 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
SJBenen ADVISORY
SJBenen ADVISORY Chapel Hill, North Carolina $165M AUM 0.36% 1-Year Est. Return

Oxler Private Wealth's IBIT Position: Q3 2026 in Review

Oxler Private Wealth increased its iShares Bitcoin Trust (IBIT) stake by 0.77% in Q3 2026, buying an estimated $192K and bringing the position to 621,269 shares worth $29.4M. The position accounts for 7.9% of the portfolio, ranked #3.

Oxler Private Wealth first reported a position in IBIT in Q1 2024 and has held it in 11 quarters since. The position peaked at $32.6M in Q3 2025. 507 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Oxler Private Wealth held 621,269 shares of iShares Bitcoin Trust worth $29.4M as of Q3 2026.
  • Oxler Private Wealth bought 4,755 iShares Bitcoin Trust shares in Q3 2026, an estimated $192K.
  • iShares Bitcoin Trust made up 7.9% of Oxler Private Wealth's portfolio in Q3 2026, its #3 holding.
  • Oxler Private Wealth first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
  • Oxler Private Wealth's iShares Bitcoin Trust position peaked at $32.6M in Q3 2025.
  • 507 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Oxler Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.