Verus Financial Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Verus Financial 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	$286K	Hold	8,597	–	–	0.02%	106
2026 Q1	$367K	Sell	8,597 -300	-3%	-$13K	0.03%	92
2025 Q4	$442K	Hold	8,897	–	–	0.04%	76
2025 Q3	$578K	Sell	8,897 -225	-2%	-$14.6K	0.06%	59
2025 Q2	$580K	Buy	9,122 +500	+6%	+$28K	0.06%	52
2025 Q1	$412K	Buy	8,622 +1,500	+21%	+$79.4K	0.05%	61
2024 Q4	$383K	Hold	7,122	–	–	0.04%	66
2024 Q3	$250K	Buy	+7,122	New	+$247K	0.03%	92

Other funds holding IBIT

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

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

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

PPA

Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return

OCM

Ovata Capital Management Hong Kong $1.33B AUM 5.69% 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 $44.6B AUM 28.94% 1-Year Est. Return

RSC

Rising Stella Capital Singapore $249M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Verus Financial Partners's IBIT Position: Q2 2026 in Review

Verus Financial Partners held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 8,597 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #106.

Verus Financial Partners first reported a position in IBIT in Q3 2024 and has held it in 8 quarters since. The position peaked at $580K in Q2 2025. 769 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Verus Financial Partners held 8,597 shares of iShares Bitcoin Trust worth $286K as of Q2 2026.
Verus Financial Partners left its iShares Bitcoin Trust share count unchanged in Q2 2026.
iShares Bitcoin Trust made up 0.02% of Verus Financial Partners's portfolio in Q2 2026, its #106 holding.
Verus Financial Partners first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 8 quarters since.
Verus Financial Partners's iShares Bitcoin Trust position peaked at $580K in Q2 2025.
769 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.