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Rothschild Investment LLC’s Bitwise Bitcoin ETF BITB Stock Holding History

Rothschild Investment LLC’s Portfolio BITB Stock Details BITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$82K Buy
2,575
+200
+8% +$7.79K ﹤0.01% 1125
2026
Q1 		$87.4K Hold
2,375
– – ﹤0.01% 939
2025
Q4 		$113K Buy
2,375
+2,175
+1,088% +$118K 0.01% 775
2025
Q3 		$12.4K Hold
200
– – ﹤0.01% 1367
2025
Q2 		$11.7K Hold
200
– – ﹤0.01% 1169
2025
Q1 		$8.98K Hold
200
– – ﹤0.01% 1201
2024
Q4 		$10.2K Buy
+200
New +$9.04K ﹤0.01% 1143

Other funds holding BITB

BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return

Rothschild Investment LLC's BITB Position: Q2 2026 in Review

Rothschild Investment LLC increased its Bitwise Bitcoin ETF (BITB) stake by 8.4% in Q2 2026, buying an estimated $7.79K and bringing the position to 2,575 shares worth $82K. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

Rothschild Investment LLC first reported a position in BITB in Q4 2024 and has held it in 7 quarters since. The position peaked at $113K in Q4 2025. 163 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

  • Rothschild Investment LLC held 2,575 shares of Bitwise Bitcoin ETF worth $82K as of Q2 2026.
  • Rothschild Investment LLC bought 200 Bitwise Bitcoin ETF shares in Q2 2026, an estimated $7.79K.
  • Bitwise Bitcoin ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1125 holding.
  • Rothschild Investment LLC first reported a position in Bitwise Bitcoin ETF in Q4 2024 and has held it in 7 quarters since.
  • Rothschild Investment LLC's Bitwise Bitcoin ETF position peaked at $113K in Q4 2025.
  • 163 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.