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Smallwood Wealth Investment Management’s iShares Bitcoin Trust IBIT Stock Holding History

Smallwood Wealth Investment Management’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 		$114K Sell
3,410
-599
-15% -$24.4K 0.05% 130
2026
Q1 		$154K Buy
4,009
+8
+0.2% +$346 0.08% 91
2025
Q4 		$199K Buy
4,001
+3,362
+526% +$191K 0.1% 82
2025
Q3 		$41.5K Hold
639
– – 0.02% 195
2025
Q2 		$39.1K Buy
639
+2
+0.3% +$112 0.02% 189
2025
Q1 		$29.8K Buy
+637
New +$33.7K 0.02% 204

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
Mubadala Investment Company
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

Smallwood Wealth Investment Management's IBIT Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its iShares Bitcoin Trust (IBIT) stake by 15% in Q2 2026, selling an estimated $24.4K and leaving 3,410 shares worth $114K. The position accounts for 0.05% of the portfolio, ranked #130.

Smallwood Wealth Investment Management first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $199K in Q4 2025. 1,480 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Smallwood Wealth Investment Management held 3,410 shares of iShares Bitcoin Trust worth $114K as of Q2 2026.
  • Smallwood Wealth Investment Management sold 599 iShares Bitcoin Trust shares in Q2 2026, an estimated $24.4K.
  • iShares Bitcoin Trust made up 0.05% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #130 holding.
  • Smallwood Wealth Investment Management first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's iShares Bitcoin Trust position peaked at $199K in Q4 2025.
  • 1,480 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.