WWM
IBIT icon

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
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 0.03% 422

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

Western Wealth Management's IBIT Position: Q1 2026 in Review

Western Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 34% in Q1 2026, buying an estimated $292K and bringing the position to 26,779 shares worth $1.03M. The position accounts for 0.04% of the portfolio, ranked #428.

Western Wealth Management first reported a position in IBIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.19M in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Western Wealth Management held 26,779 shares of iShares Bitcoin Trust worth $1.03M as of Q1 2026.
  • Western Wealth Management bought 6,751 iShares Bitcoin Trust shares in Q1 2026, an estimated $292K.
  • iShares Bitcoin Trust made up 0.04% of Western Wealth Management's portfolio in Q1 2026, its #428 holding.
  • Western Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
  • Western Wealth Management's iShares Bitcoin Trust position peaked at $1.19M in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.