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Western Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Western Wealth 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 		$862K Sell
25,893
-886
-3% -$36K 0.03% 522
2026
Q1 		$1.03M Buy
26,779
+6,751
+34% +$292K 0.04% 428
2025
Q4 		$994K Buy
20,028
+1,665
+9% +$94.6K 0.05% 352
2025
Q3 		$1.19M Buy
18,363
+4,751
+35% +$309K 0.06% 269
2025
Q2 		$833K Buy
13,612
+2,662
+24% +$149K 0.05% 311
2025
Q1 		$513K Buy
10,950
+2,853
+35% +$151K 0.03% 386
2024
Q4 		$430K Buy
+8,097
New +$382K 0.02% 504

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

Western Wealth Management's IBIT Position: Q2 2026 in Review

Western Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 3.3% in Q2 2026, selling an estimated $36K and leaving 25,893 shares worth $862K. The position accounts for 0.03% of the portfolio, ranked #522.

Western Wealth Management first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q3 2025. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Western Wealth Management held 25,893 shares of iShares Bitcoin Trust worth $862K as of Q2 2026.
  • Western Wealth Management sold 886 iShares Bitcoin Trust shares in Q2 2026, an estimated $36K.
  • iShares Bitcoin Trust made up 0.03% of Western Wealth Management's portfolio in Q2 2026, its #522 holding.
  • Western Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Western Wealth Management's iShares Bitcoin Trust position peaked at $1.19M in Q3 2025.
  • 1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.