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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
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 $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Root Financial Partners's IBIT Position: Q2 2026 in Review

Root Financial Partners increased its iShares Bitcoin Trust (IBIT) stake by 46% in Q2 2026, buying an estimated $85.5K and bringing the position to 6,639 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #369.

Root Financial Partners first reported a position in IBIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $242K in Q3 2025. 1,474 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Root Financial Partners held 6,639 shares of iShares Bitcoin Trust worth $221K as of Q2 2026.
  • Root Financial Partners bought 2,101 iShares Bitcoin Trust shares in Q2 2026, an estimated $85.5K.
  • iShares Bitcoin Trust made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #369 holding.
  • Root Financial Partners first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's iShares Bitcoin Trust position peaked at $242K in Q3 2025.
  • 1,474 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.