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Sowell Financial Services’s iShares Bitcoin Trust IBIT Stock Holding History

Sowell Financial Services’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 		$1.12M Buy
33,613
+12,253
+57% +$498K 0.04% 434
2026
Q1 		$821K Buy
21,360
+3,057
+17% +$132K 0.03% 490
2025
Q4 		$909K Buy
18,303
+1,395
+8% +$79.2K 0.03% 458
2025
Q3 		$1.1M Buy
16,908
+6,060
+56% +$394K 0.04% 399
2025
Q2 		$664K Buy
10,848
+468
+5% +$26.2K 0.03% 535
2025
Q1 		$486K Buy
+10,380
New +$550K 0.02% 595

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

Sowell Financial Services's IBIT Position: Q2 2026 in Review

Sowell Financial Services increased its iShares Bitcoin Trust (IBIT) stake by 57% in Q2 2026, buying an estimated $498K and bringing the position to 33,613 shares worth $1.12M. The position accounts for 0.04% of the portfolio, ranked #434.

Sowell Financial Services first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. 1,466 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Sowell Financial Services held 33,613 shares of iShares Bitcoin Trust worth $1.12M as of Q2 2026.
  • Sowell Financial Services bought 12,253 iShares Bitcoin Trust shares in Q2 2026, an estimated $498K.
  • iShares Bitcoin Trust made up 0.04% of Sowell Financial Services's portfolio in Q2 2026, its #434 holding.
  • Sowell Financial Services first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
  • 1,466 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.