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Strategic Wealth Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Strategic Wealth Partners’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 		$1.27M Sell
38,051
-2,463
-6% -$100K 0.08% 137
2026
Q1 		$1.56M Buy
40,514
+2,522
+7% +$109K 0.11% 119
2025
Q4 		$1.89M Buy
37,992
+2,052
+6% +$117K 0.13% 113
2025
Q3 		$2.34M Buy
35,940
+643
+2% +$41.8K 0.17% 97
2025
Q2 		$2.16M Buy
+35,297
New +$1.98M 0.17% 99
2024
Q4 		$654K Buy
+11,941
New +$564K 0.05% 179

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

Strategic Wealth Partners's IBIT Position: Q2 2026 in Review

Strategic Wealth Partners reduced its iShares Bitcoin Trust (IBIT) stake by 6.1% in Q2 2026, selling an estimated $100K and leaving 38,051 shares worth $1.27M. The position accounts for 0.08% of the portfolio, ranked #137.

Strategic Wealth Partners first reported a position in IBIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.34M in Q3 2025. 1,475 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Strategic Wealth Partners held 38,051 shares of iShares Bitcoin Trust worth $1.27M as of Q2 2026.
  • Strategic Wealth Partners sold 2,463 iShares Bitcoin Trust shares in Q2 2026, an estimated $100K.
  • iShares Bitcoin Trust made up 0.08% of Strategic Wealth Partners's portfolio in Q2 2026, its #137 holding.
  • Strategic Wealth Partners first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
  • Strategic Wealth Partners's iShares Bitcoin Trust position peaked at $2.34M in Q3 2025.
  • 1,475 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.