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
Q2
$255K Hold
7,658
0.05% 59
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: Q2 2026 in Review

Riverpoint Wealth Management Holdings held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 7,658 shares worth $255K. The position accounts for 0.05% of the portfolio, ranked #59.

Riverpoint Wealth Management Holdings first reported a position in IBIT in Q1 2025 and has held it in 5 quarters since. The position peaked at $486K in Q3 2025. 1,474 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Riverpoint Wealth Management Holdings held 7,658 shares of iShares Bitcoin Trust worth $255K as of Q2 2026.
  • Riverpoint Wealth Management Holdings left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up 0.05% of Riverpoint Wealth Management Holdings's portfolio in Q2 2026, its #59 holding.
  • Riverpoint Wealth Management Holdings first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 5 quarters since.
  • Riverpoint Wealth Management Holdings's iShares Bitcoin Trust position peaked at $486K in Q3 2025.
  • 1,474 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q2 2026, filed 27 Jul 2026.