Ruggiero Investments’s iShares Bitcoin Trust IBIT Stock Holding History

Ruggiero Investments’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	–	Sell	-7,011	Closed	-$269K	–	95
2026 Q1	$269K	Sell	7,011 -1,404	-17%	-$60.8K	0.26%	58
2025 Q4	$418K	Buy	+8,415	New	+$478K	0.38%	38

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Ruggiero Investments's IBIT Position: Q2 2026 in Review

Ruggiero Investments sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 7,011 shares — an estimated $269K sold.

Ruggiero Investments first reported a position in IBIT in Q4 2025 and held it in 2 quarters. The position peaked at $418K in Q4 2025. 1,469 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Ruggiero Investments reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
Ruggiero Investments sold 7,011 iShares Bitcoin Trust shares in Q2 2026, an estimated $269K.
Ruggiero Investments first reported a position in iShares Bitcoin Trust in Q4 2025 and held it in 2 quarters.
Ruggiero Investments's iShares Bitcoin Trust position peaked at $418K in Q4 2025.
1,469 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Ruggiero Investments's 13F filing for Q2 2026, filed 14 Aug 2026.