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WealthPlan Investment Management’s iShares Bitcoin Trust IBIT Stock Holding History

WealthPlan Investment 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 		$733K Sell
22,017
-10,850
-33% -$441K 0.04% 263
2026
Q1 		$1.26M Buy
32,867
+4,254
+15% +$184K 0.07% 195
2025
Q4 		$1.42M Buy
+28,613
New +$1.63M 0.09% 168

Other funds holding IBIT

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
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
PO
PBCay One Dubai, United Arab Emirates $1.74B AUM

WealthPlan Investment Management's IBIT Position: Q2 2026 in Review

WealthPlan Investment Management reduced its iShares Bitcoin Trust (IBIT) stake by 33% in Q2 2026, selling an estimated $441K and leaving 22,017 shares worth $733K. The position accounts for 0.04% of the portfolio, ranked #263.

WealthPlan Investment Management first reported a position in IBIT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.42M in Q4 2025. 562 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • WealthPlan Investment Management held 22,017 shares of iShares Bitcoin Trust worth $733K as of Q2 2026.
  • WealthPlan Investment Management sold 10,850 iShares Bitcoin Trust shares in Q2 2026, an estimated $441K.
  • iShares Bitcoin Trust made up 0.04% of WealthPlan Investment Management's portfolio in Q2 2026, its #263 holding.
  • WealthPlan Investment Management first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • WealthPlan Investment Management's iShares Bitcoin Trust position peaked at $1.42M in Q4 2025.
  • 562 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.