RMR Wealth Builders’s iShares Bitcoin Trust IBIT Stock Holding History

RMR Wealth Builders’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	$280K	Buy	8,405 +297	+4%	+$12.1K	0.02%	262
2026 Q1	$312K	Sell	8,108 -198	-2%	-$8.57K	0.02%	227
2025 Q4	$412K	Buy	8,306 +2,383	+40%	+$135K	0.03%	194
2025 Q3	$385K	Buy	+5,923	New	+$385K	0.03%	200

Other funds holding IBIT

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

PPA

Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return

OCM

Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

RMR Wealth Builders's IBIT Position: Q2 2026 in Review

RMR Wealth Builders increased its iShares Bitcoin Trust (IBIT) stake by 3.7% in Q2 2026, buying an estimated $12.1K and bringing the position to 8,405 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #262.

RMR Wealth Builders first reported a position in IBIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $412K in Q4 2025. 635 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

RMR Wealth Builders held 8,405 shares of iShares Bitcoin Trust worth $280K as of Q2 2026.
RMR Wealth Builders bought 297 iShares Bitcoin Trust shares in Q2 2026, an estimated $12.1K.
iShares Bitcoin Trust made up 0.02% of RMR Wealth Builders's portfolio in Q2 2026, its #262 holding.
RMR Wealth Builders first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
RMR Wealth Builders's iShares Bitcoin Trust position peaked at $412K in Q4 2025.
635 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.