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Sharkey, Howes & Javer’s iShares Bitcoin Trust IBIT Stock Holding History

Sharkey, Howes & Javer’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 		$2.41M Buy
72,376
+18,089
+33% +$736K 0.29% 50
2026
Q1 		$2.09M Buy
54,287
+22,177
+69% +$960K 0.28% 55
2025
Q4 		$1.59M Buy
32,110
+11,442
+55% +$650K 0.2% 66
2025
Q3 		$1.34M Buy
20,668
+11,319
+121% +$736K 0.17% 69
2025
Q2 		$572K Buy
+9,349
New +$524K 0.08% 106

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

Sharkey, Howes & Javer's IBIT Position: Q2 2026 in Review

Sharkey, Howes & Javer increased its iShares Bitcoin Trust (IBIT) stake by 33% in Q2 2026, buying an estimated $736K and bringing the position to 72,376 shares worth $2.41M. The position accounts for 0.29% of the portfolio, ranked #50.

Sharkey, Howes & Javer first reported a position in IBIT in Q2 2025 and has held it in 5 quarters since. 1,463 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Sharkey, Howes & Javer held 72,376 shares of iShares Bitcoin Trust worth $2.41M as of Q2 2026.
  • Sharkey, Howes & Javer bought 18,089 iShares Bitcoin Trust shares in Q2 2026, an estimated $736K.
  • iShares Bitcoin Trust made up 0.29% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #50 holding.
  • Sharkey, Howes & Javer first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 5 quarters since.
  • 1,463 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.