SW
IBIT icon

Simplicity Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

Simplicity 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 		$1.15M Sell
34,397
-30,794
-47% -$1.25M 0.04% 386
2026
Q1 		$2.5M Sell
65,191
-4,081
-6% -$177K 0.14% 156
2025
Q4 		$3.44M Sell
69,272
-18,093
-21% -$1.03M 0.21% 113
2025
Q3 		$5.68M Buy
87,365
+35,285
+68% +$2.3M 0.33% 68
2025
Q2 		$3.19M Sell
52,080
-44,272
-46% -$2.48M 0.13% 157
2025
Q1 		$4.51M Buy
96,352
+92,146
+2,191% +$4.88M 0.35% 59
2024
Q4 		$223K Sell
4,206
-15,449
-79% -$729K 0.05% 293
2024
Q3 		$710K Sell
19,655
-101,661
-84% -$3.53M 0.07% 238
2024
Q2 		$4.14M Buy
121,316
+60,816
+101% +$2.27M 0.09% 215
2024
Q1 		$2.45M Buy
+60,500
New +$1.89M 0.06% 313

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

Simplicity Wealth's IBIT Position: Q2 2026 in Review

Simplicity Wealth reduced its iShares Bitcoin Trust (IBIT) stake by 47% in Q2 2026, selling an estimated $1.25M and leaving 34,397 shares worth $1.15M. The position accounts for 0.04% of the portfolio, ranked #386.

Simplicity Wealth first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.68M in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Simplicity Wealth held 34,397 shares of iShares Bitcoin Trust worth $1.15M as of Q2 2026.
  • Simplicity Wealth sold 30,794 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.25M.
  • iShares Bitcoin Trust made up 0.04% of Simplicity Wealth's portfolio in Q2 2026, its #386 holding.
  • Simplicity Wealth first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Simplicity Wealth's iShares Bitcoin Trust position peaked at $5.68M in Q3 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.