Root Financial Partners
IBIT icon

Root Financial Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Root Financial Partners’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 		$235K Sell
4,972
-1,667
-25% -$67.2K 0.01% 386
2026
Q2 		$221K Buy
6,639
+2,101
+46% +$85.5K 0.01% 369
2026
Q1 		$174K Buy
4,538
+1,499
+49% +$64.9K 0.01% 364
2025
Q4 		$151K Sell
3,039
-687
-18% -$39K 0.01% 345
2025
Q3 		$242K Buy
+3,726
New +$242K 0.01% 243

Other funds holding IBIT

Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Avenir Tech
Avenir Tech Hong Kong $646M AUM 20.82% 1-Year Est. Return
NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.8B AUM 34.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SCHF (GPE)
SCHF (GPE) Wilson, Wyoming $2.32B AUM 18.45% 1-Year Est. Return

Root Financial Partners's IBIT Position: Q3 2026 in Review

Root Financial Partners reduced its iShares Bitcoin Trust (IBIT) stake by 25% in Q3 2026, selling an estimated $67.2K and leaving 4,972 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #386.

Root Financial Partners first reported a position in IBIT in Q3 2025 and has held it in 5 quarters since. The position peaked at $242K in Q3 2025. 1,442 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Root Financial Partners held 4,972 shares of iShares Bitcoin Trust worth $235K as of Q3 2026.
  • Root Financial Partners sold 1,667 iShares Bitcoin Trust shares in Q3 2026, an estimated $67.2K.
  • iShares Bitcoin Trust made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #386 holding.
  • Root Financial Partners first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's iShares Bitcoin Trust position peaked at $242K in Q3 2025.
  • 1,442 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.