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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
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

BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $975M AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GD
Galaxy Digital New York $1.16B AUM

Resurgent Financial Advisors's IBIT Position: Q1 2026 in Review

Resurgent Financial Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 25% in Q1 2026, selling an estimated $270K and leaving 18,900 shares worth $726K. The position accounts for 0.26% of the portfolio, ranked #93.

Resurgent Financial Advisors first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.23M in Q3 2025. 1,536 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Resurgent Financial Advisors held 18,900 shares of iShares Bitcoin Trust worth $726K as of Q1 2026.
  • Resurgent Financial Advisors sold 6,230 iShares Bitcoin Trust shares in Q1 2026, an estimated $270K.
  • iShares Bitcoin Trust made up 0.26% of Resurgent Financial Advisors's portfolio in Q1 2026, its #93 holding.
  • Resurgent Financial Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • Resurgent Financial Advisors's iShares Bitcoin Trust position peaked at $2.23M in Q3 2025.
  • 1,536 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.