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Ridgewood Investments’s iShares Bitcoin Trust IBIT Stock Holding History

Ridgewood Investments’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 		$552K Sell
16,581
-4,021
-20% -$164K 0.21% 135
2026
Q1 		$792K Buy
+20,602
New +$892K 0.32% 101
2025
Q3 		$1.12M Buy
17,239
+1,293
+8% +$84.1K 0.47% 69
2025
Q2 		$976K Buy
15,946
+4,092
+35% +$229K 0.42% 65
2025
Q1 		$555K Buy
11,854
+4,874
+70% +$258K 0.26% 108
2024
Q4 		$370K Buy
6,980
+3,030
+77% +$143K 0.18% 132
2024
Q3 		$143K Buy
3,950
+1,195
+43% +$41.5K 0.07% 203
2024
Q2 		$94.1K Buy
+2,755
New +$103K 0.05% 246

Other funds holding IBIT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
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
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Ridgewood Investments's IBIT Position: Q2 2026 in Review

Ridgewood Investments reduced its iShares Bitcoin Trust (IBIT) stake by 20% in Q2 2026, selling an estimated $164K and leaving 16,581 shares worth $552K. The position accounts for 0.21% of the portfolio, ranked #135.

Ridgewood Investments first reported a position in IBIT in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.12M in Q3 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Ridgewood Investments held 16,581 shares of iShares Bitcoin Trust worth $552K as of Q2 2026.
  • Ridgewood Investments sold 4,021 iShares Bitcoin Trust shares in Q2 2026, an estimated $164K.
  • iShares Bitcoin Trust made up 0.21% of Ridgewood Investments's portfolio in Q2 2026, its #135 holding.
  • Ridgewood Investments first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 8 quarters since.
  • Ridgewood Investments's iShares Bitcoin Trust position peaked at $1.12M in Q3 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.