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Willner & Heller’s iShares Bitcoin Trust IBIT Stock Holding History

Willner & Heller’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 		$292K Hold
8,786
– – 0.18% 137
2026
Q1 		$338K Hold
8,786
– – 0.25% 114
2025
Q4 		$436K Buy
+8,786
New +$499K 0.31% 98

Other funds holding IBIT

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
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

Willner & Heller's IBIT Position: Q2 2026 in Review

Willner & Heller held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 8,786 shares worth $292K. The position accounts for 0.18% of the portfolio, ranked #137.

Willner & Heller first reported a position in IBIT in Q4 2025 and has held it in 3 quarters since. The position peaked at $436K in Q4 2025. 244 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Willner & Heller held 8,786 shares of iShares Bitcoin Trust worth $292K as of Q2 2026.
  • Willner & Heller left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up 0.18% of Willner & Heller's portfolio in Q2 2026, its #137 holding.
  • Willner & Heller first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • Willner & Heller's iShares Bitcoin Trust position peaked at $436K in Q4 2025.
  • 244 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.