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RVW Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

RVW Wealth’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 		$461K Buy
13,862
+21
+0.2% +$854 0.03% 120
2026
Q1 		$532K Hold
13,841
– – 0.04% 110
2025
Q4 		$687K Buy
13,841
+195
+1% +$11.1K 0.05% 91
2025
Q3 		$887K Buy
13,646
+1,308
+11% +$85.1K 0.07% 78
2025
Q2 		$755K Buy
12,338
+3,109
+34% +$174K 0.06% 81
2025
Q1 		$432K Buy
9,229
+138
+2% +$7.31K 0.04% 102
2024
Q4 		$482K Buy
+9,091
New +$429K 0.05% 94

Other funds holding IBIT

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

RVW Wealth's IBIT Position: Q2 2026 in Review

RVW Wealth increased its iShares Bitcoin Trust (IBIT) stake by 0.15% in Q2 2026, buying an estimated $854 and bringing the position to 13,862 shares worth $461K. The position accounts for 0.03% of the portfolio, ranked #120.

RVW Wealth first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $887K in Q3 2025. 244 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • RVW Wealth held 13,862 shares of iShares Bitcoin Trust worth $461K as of Q2 2026.
  • RVW Wealth bought 21 iShares Bitcoin Trust shares in Q2 2026, an estimated $854.
  • iShares Bitcoin Trust made up 0.03% of RVW Wealth's portfolio in Q2 2026, its #120 holding.
  • RVW Wealth first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • RVW Wealth's iShares Bitcoin Trust position peaked at $887K in Q3 2025.
  • 244 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.