Riverpoint Wealth Management Holdings’s iShares Bitcoin Trust IBIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$294K Buy
7,658
+136
+2% +$5.89K 0.06% 54
2025
Q4
$373K Buy
7,522
+52
+0.7% +$2.95K 0.08% 50
2025
Q3
$486K Buy
+7,470
New +$486K 0.11% 47
2025
Q2
Sell
-6,401
Closed -$300K 56
2025
Q1
$300K Buy
+6,401
New +$339K 0.08% 51

Other funds holding IBIT

Riverpoint Wealth Management Holdings's IBIT Position: Q1 2026 in Review

Riverpoint Wealth Management Holdings increased its iShares Bitcoin Trust (IBIT) stake by 1.8% in Q1 2026, buying an estimated $5.89K and bringing the position to 7,658 shares worth $294K. The position accounts for 0.06% of the portfolio, ranked #54.

Riverpoint Wealth Management Holdings first reported a position in IBIT in Q1 2025 and has held it in 4 quarters since. The position peaked at $486K in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Riverpoint Wealth Management Holdings held 7,658 shares of iShares Bitcoin Trust worth $294K as of Q1 2026.
  • Riverpoint Wealth Management Holdings bought 136 iShares Bitcoin Trust shares in Q1 2026, an estimated $5.89K.
  • iShares Bitcoin Trust made up 0.06% of Riverpoint Wealth Management Holdings's portfolio in Q1 2026, its #54 holding.
  • Riverpoint Wealth Management Holdings first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 4 quarters since.
  • Riverpoint Wealth Management Holdings's iShares Bitcoin Trust position peaked at $486K in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q1 2026, filed 4 May 2026.