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Sageworth Trust’s iShares Bitcoin Trust IBIT Stock Holding History

Sageworth Trust’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 		$3.22M Buy
96,589
+13,177
+16% +$536K 0.13% 33
2026
Q1 		$3.2M Buy
83,412
+10,165
+14% +$440K 0.14% 40
2025
Q4 		$3.64M Buy
73,247
+18,229
+33% +$1.04M 0.16% 31
2025
Q3 		$3.58M Buy
55,018
+2,182
+4% +$142K 0.17% 42
2025
Q2 		$3.23M Buy
52,836
+2,488
+5% +$139K 0.18% 32
2025
Q1 		$2.36M Buy
50,348
+19,400
+63% +$1.03M 0.15% 33
2024
Q4 		$1.64M Buy
30,948
+13,045
+73% +$616K 0.1% 37
2024
Q3 		$647K Buy
17,903
+3,202
+22% +$111K 0.04% 64
2024
Q2 		$502K Buy
+14,701
New +$549K 0.03% 74

Other funds holding IBIT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
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
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Sageworth Trust's IBIT Position: Q2 2026 in Review

Sageworth Trust increased its iShares Bitcoin Trust (IBIT) stake by 16% in Q2 2026, buying an estimated $536K and bringing the position to 96,589 shares worth $3.22M. The position accounts for 0.13% of the portfolio, ranked #33.

Sageworth Trust first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.64M in Q4 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Sageworth Trust held 96,589 shares of iShares Bitcoin Trust worth $3.22M as of Q2 2026.
  • Sageworth Trust bought 13,177 iShares Bitcoin Trust shares in Q2 2026, an estimated $536K.
  • iShares Bitcoin Trust made up 0.13% of Sageworth Trust's portfolio in Q2 2026, its #33 holding.
  • Sageworth Trust first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
  • Sageworth Trust's iShares Bitcoin Trust position peaked at $3.64M in Q4 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Sageworth Trust's 13F filing for Q2 2026, filed 28 Jul 2026.