Resurgent Financial Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Resurgent Financial Advisors’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	$322K	Sell	9,665 -9,235	-49%	-$376K	0.09%	221
2026 Q1	$726K	Sell	18,900 -6,230	-25%	-$270K	0.26%	93
2025 Q4	$1.25M	Sell	25,130 -9,189	-27%	-$522K	0.63%	38
2025 Q3	$2.23M	Buy	34,319 +1,609	+5%	+$105K	1.09%	16
2025 Q2	$2M	Sell	32,710 -927	-3%	-$51.9K	1.1%	17
2025 Q1	$1.57M	Sell	33,637 -246	-0.7%	-$13K	0.95%	25
2024 Q4	$1.8M	Sell	33,883 -341	-1%	-$16.1K	1.06%	20
2024 Q3	$1.24M	Buy	34,224 +3,116	+10%	+$108K	0.72%	37
2024 Q2	$1.06M	Buy	31,108 +10,502	+51%	+$392K	0.66%	42
2024 Q1	$834K	Buy	+20,606	New	+$643K	0.44%	63

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MIC

Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Resurgent Financial Advisors's IBIT Position: Q2 2026 in Review

Resurgent Financial Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 49% in Q2 2026, selling an estimated $376K and leaving 9,665 shares worth $322K. The position accounts for 0.09% of the portfolio, ranked #221.

Resurgent Financial Advisors first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.23M in Q3 2025. 1,474 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Resurgent Financial Advisors held 9,665 shares of iShares Bitcoin Trust worth $322K as of Q2 2026.
Resurgent Financial Advisors sold 9,235 iShares Bitcoin Trust shares in Q2 2026, an estimated $376K.
iShares Bitcoin Trust made up 0.09% of Resurgent Financial Advisors's portfolio in Q2 2026, its #221 holding.
Resurgent Financial Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Resurgent Financial Advisors's iShares Bitcoin Trust position peaked at $2.23M in Q3 2025.
1,474 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.