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 Q3	$677K	Buy	14,311 +449	+3%	+$18.1K	0.04%	101
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

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return

Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return

Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return

SJBenen ADVISORY Chapel Hill, North Carolina $165M AUM 0.36% 1-Year Est. Return

RVW Wealth's IBIT Position: Q3 2026 in Review

RVW Wealth increased its iShares Bitcoin Trust (IBIT) stake by 3.2% in Q3 2026, buying an estimated $18.1K and bringing the position to 14,311 shares worth $677K. The position accounts for 0.04% of the portfolio, ranked #101.

RVW Wealth first reported a position in IBIT in Q4 2024 and has held it in 8 quarters since. The position peaked at $887K in Q3 2025. 390 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

RVW Wealth held 14,311 shares of iShares Bitcoin Trust worth $677K as of Q3 2026.
RVW Wealth bought 449 iShares Bitcoin Trust shares in Q3 2026, an estimated $18.1K.
iShares Bitcoin Trust made up 0.04% of RVW Wealth's portfolio in Q3 2026, its #101 holding.
RVW Wealth first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 8 quarters since.
RVW Wealth's iShares Bitcoin Trust position peaked at $887K in Q3 2025.
390 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.