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WoodTrust Financial’s iShares Bitcoin Trust IBIT Stock Holding History

WoodTrust Financial’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
Q3 		$264K Buy
+5,574
New +$225K 0.03% 159
2026
Q1 		– Sell
-4,432
Closed -$220K – 183
2025
Q4 		$220K Hold
4,432
– – 0.03% 172
2025
Q3 		$288K Buy
+4,432
New +$288K 0.03% 153

Other funds holding IBIT

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

WoodTrust Financial's IBIT Position: Q3 2026 in Review

WoodTrust Financial opened a new position in iShares Bitcoin Trust (IBIT) in Q3 2026: 5,574 shares worth $264K. The stake represents 0.03% of the portfolio and ranks #159 among its holdings. This is a return to the name: WoodTrust Financial previously reported a position in IBIT as recently as Q4 2025.

WoodTrust Financial first reported a position in IBIT in Q3 2025 and has held it in 3 quarters since. The position peaked at $288K in Q3 2025. 86 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • WoodTrust Financial held 5,574 shares of iShares Bitcoin Trust worth $264K as of Q3 2026.
  • iShares Bitcoin Trust was a new WoodTrust Financial position in Q3 2026.
  • iShares Bitcoin Trust made up 0.03% of WoodTrust Financial's portfolio in Q3 2026, its #159 holding.
  • WoodTrust Financial first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 3 quarters since.
  • WoodTrust Financial's iShares Bitcoin Trust position peaked at $288K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on WoodTrust Financial's 13F filing for Q3 2026, filed 9 Oct 2026.