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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
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

BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $975M AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GD
Galaxy Digital New York $1.16B AUM

Root Financial Partners's IBIT Position: Q1 2026 in Review

Root Financial Partners increased its iShares Bitcoin Trust (IBIT) stake by 49% in Q1 2026, buying an estimated $64.9K and bringing the position to 4,538 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #364.

Root Financial Partners first reported a position in IBIT in Q3 2025 and has held it in 3 quarters since. The position peaked at $242K in Q3 2025. 1,537 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Root Financial Partners held 4,538 shares of iShares Bitcoin Trust worth $174K as of Q1 2026.
  • Root Financial Partners bought 1,499 iShares Bitcoin Trust shares in Q1 2026, an estimated $64.9K.
  • iShares Bitcoin Trust made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #364 holding.
  • Root Financial Partners first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's iShares Bitcoin Trust position peaked at $242K in Q3 2025.
  • 1,537 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.