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

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 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. 606 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.
606 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.