Wolff Wiese Magana’s iShares Bitcoin Trust IBIT Stock Holding History

Wolff Wiese Magana’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	$25.4K	Sell	764 -180	-19%	-$7.32K	0.01%	324
2026 Q1	$36.3K	Sell	944 -95	-9%	-$4.11K	0.02%	252
2025 Q4	$51.6K	Buy	1,039 +19	+2%	+$1.08K	0.03%	204
2025 Q3	$66.3K	Buy	1,020 +338	+50%	+$22K	0.04%	193
2025 Q2	$41.7K	Sell	682 -206	-23%	-$11.5K	0.03%	220
2025 Q1	$41.6K	Sell	888 -249	-22%	-$13.2K	0.03%	208
2024 Q4	$60.3K	Buy	+1,137	New	+$53.7K	0.04%	180

Other funds holding IBIT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

TCBWMS

Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return

PPA

Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return

PAMS

Pinpoint Asset Management (Singapore) Singapore $493M AUM 52.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wolff Wiese Magana's IBIT Position: Q2 2026 in Review

Wolff Wiese Magana reduced its iShares Bitcoin Trust (IBIT) stake by 19% in Q2 2026, selling an estimated $7.32K and leaving 764 shares worth $25.4K. The position accounts for 0.01% of the portfolio, ranked #324.

Wolff Wiese Magana first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $66.3K in Q3 2025. 933 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Wolff Wiese Magana held 764 shares of iShares Bitcoin Trust worth $25.4K as of Q2 2026.
Wolff Wiese Magana sold 180 iShares Bitcoin Trust shares in Q2 2026, an estimated $7.32K.
iShares Bitcoin Trust made up 0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #324 holding.
Wolff Wiese Magana first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
Wolff Wiese Magana's iShares Bitcoin Trust position peaked at $66.3K in Q3 2025.
933 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.