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Stordahl Capital Management’s iShares Bitcoin Trust IBIT Stock Holding History

Stordahl Capital 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 		$385K Buy
11,570
+99
+0.9% +$4.03K 0.07% 52
2026
Q1 		$441K Buy
11,471
+90
+0.8% +$3.9K 0.09% 46
2025
Q4 		$565K Buy
11,381
+1,102
+11% +$62.6K 0.12% 37
2025
Q3 		$668K Buy
10,279
+2,857
+38% +$186K 0.14% 34
2025
Q2 		$454K Buy
7,422
+1,078
+17% +$60.4K 0.1% 42
2025
Q1 		$297K Buy
6,344
+1,581
+33% +$83.7K 0.07% 49
2024
Q4 		$253K Buy
+4,763
New +$225K 0.06% 53

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

Stordahl Capital Management's IBIT Position: Q2 2026 in Review

Stordahl Capital Management increased its iShares Bitcoin Trust (IBIT) stake by 0.86% in Q2 2026, buying an estimated $4.03K and bringing the position to 11,570 shares worth $385K. The position accounts for 0.07% of the portfolio, ranked #52.

Stordahl Capital Management first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $668K in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Stordahl Capital Management held 11,570 shares of iShares Bitcoin Trust worth $385K as of Q2 2026.
  • Stordahl Capital Management bought 99 iShares Bitcoin Trust shares in Q2 2026, an estimated $4.03K.
  • iShares Bitcoin Trust made up 0.07% of Stordahl Capital Management's portfolio in Q2 2026, its #52 holding.
  • Stordahl Capital Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Stordahl Capital Management's iShares Bitcoin Trust position peaked at $668K in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Stordahl Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.