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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
Q3 		$855K Buy
18,069
+1,488
+9% +$60K 0.32% 98
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

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Ridgewood Investments's IBIT Position: Q3 2026 in Review

Ridgewood Investments increased its iShares Bitcoin Trust (IBIT) stake by 9% in Q3 2026, buying an estimated $60K and bringing the position to 18,069 shares worth $855K. The position accounts for 0.32% of the portfolio, ranked #98.

Ridgewood Investments first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.12M in Q3 2025. 15 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Ridgewood Investments held 18,069 shares of iShares Bitcoin Trust worth $855K as of Q3 2026.
  • Ridgewood Investments bought 1,488 iShares Bitcoin Trust shares in Q3 2026, an estimated $60K.
  • iShares Bitcoin Trust made up 0.32% of Ridgewood Investments's portfolio in Q3 2026, its #98 holding.
  • Ridgewood Investments first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
  • Ridgewood Investments's iShares Bitcoin Trust position peaked at $1.12M in Q3 2025.
  • 15 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.