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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
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

BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $975M AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GD
Galaxy Digital New York $1.16B AUM

Strategic Wealth Partners's IBIT Position: Q1 2026 in Review

Strategic Wealth Partners increased its iShares Bitcoin Trust (IBIT) stake by 6.6% in Q1 2026, buying an estimated $109K and bringing the position to 40,514 shares worth $1.56M. The position accounts for 0.11% of the portfolio, ranked #119.

Strategic Wealth Partners first reported a position in IBIT in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.34M in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Strategic Wealth Partners held 40,514 shares of iShares Bitcoin Trust worth $1.56M as of Q1 2026.
  • Strategic Wealth Partners bought 2,522 iShares Bitcoin Trust shares in Q1 2026, an estimated $109K.
  • iShares Bitcoin Trust made up 0.11% of Strategic Wealth Partners's portfolio in Q1 2026, its #119 holding.
  • Strategic Wealth Partners first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 5 quarters since.
  • Strategic Wealth Partners's iShares Bitcoin Trust position peaked at $2.34M in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.