World Equity Group
IBIT icon

World Equity Group’s iShares Bitcoin Trust IBIT Stock Holding History

World Equity Group’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 		$430K Sell
9,078
-16,702
-65% -$674K 0.18% 125
2026
Q2 		$858K Buy
25,780
+5,250
+26% +$214K 0.19% 112
2026
Q1 		$789K Buy
20,530
+2,581
+14% +$112K 0.2% 115
2025
Q4 		$891K Buy
17,949
+2,191
+14% +$124K 0.25% 93
2025
Q3 		$1.07M Buy
15,758
+7,002
+80% +$455K 0.24% 91
2025
Q2 		$536K Sell
8,756
-105
-1% -$5.88K 0.15% 150
2025
Q1 		$415K Sell
8,861
-11,759
-57% -$623K 0.12% 175
2024
Q4 		$1.09M Buy
20,620
+11,593
+128% +$547K 0.23% 94
2024
Q3 		$326K Buy
9,027
+2,151
+31% +$74.7K 0.12% 170
2024
Q2 		$235K Buy
6,876
+1,815
+36% +$67.8K 0.07% 237
2024
Q1 		$205K Buy
+5,061
New +$158K 0.04% 296

Other funds holding IBIT

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BigSur Wealth Management
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
Proathlete Wealth Management
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
FG
Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return
SJBenen ADVISORY
SJBenen ADVISORY Chapel Hill, North Carolina $165M AUM 0.36% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

World Equity Group's IBIT Position: Q3 2026 in Review

World Equity Group reduced its iShares Bitcoin Trust (IBIT) stake by 65% in Q3 2026, selling an estimated $674K and leaving 9,078 shares worth $430K. The position accounts for 0.18% of the portfolio, ranked #125.

World Equity Group first reported a position in IBIT in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.09M in Q4 2024. 374 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • World Equity Group held 9,078 shares of iShares Bitcoin Trust worth $430K as of Q3 2026.
  • World Equity Group sold 16,702 iShares Bitcoin Trust shares in Q3 2026, an estimated $674K.
  • iShares Bitcoin Trust made up 0.18% of World Equity Group's portfolio in Q3 2026, its #125 holding.
  • World Equity Group first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
  • World Equity Group's iShares Bitcoin Trust position peaked at $1.09M in Q4 2024.
  • 374 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.