Whitney & Co’s iShares Bitcoin Trust IBIT Stock Holding History

Whitney & Co’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	$2.31M	Sell	69,483 -7,305	-10%	-$297K	0.17%	76
2026 Q1	$2.95M	Sell	76,788 -615	-0.8%	-$26.6K	0.25%	68
2025 Q4	$3.84M	Buy	77,403 +7,320	+10%	+$416K	0.31%	65
2025 Q3	$4.56M	Buy	70,083 +2,473	+4%	+$161K	0.41%	59
2025 Q2	$4.14M	Buy	67,610 +51,640	+323%	+$2.89M	0.41%	57
2025 Q1	$748K	Buy	15,970 +855	+6%	+$45.3K	0.08%	79
2024 Q4	$802K	Buy	+15,115	New	+$714K	0.08%	71

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

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

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Whitney & Co's IBIT Position: Q2 2026 in Review

Whitney & Co reduced its iShares Bitcoin Trust (IBIT) stake by 9.5% in Q2 2026, selling an estimated $297K and leaving 69,483 shares worth $2.31M. The position accounts for 0.17% of the portfolio, ranked #76.

Whitney & Co first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.56M in Q3 2025. 678 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Whitney & Co held 69,483 shares of iShares Bitcoin Trust worth $2.31M as of Q2 2026.
Whitney & Co sold 7,305 iShares Bitcoin Trust shares in Q2 2026, an estimated $297K.
iShares Bitcoin Trust made up 0.17% of Whitney & Co's portfolio in Q2 2026, its #76 holding.
Whitney & Co first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
Whitney & Co's iShares Bitcoin Trust position peaked at $4.56M in Q3 2025.
678 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.