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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
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

AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 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
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
FG
Franchise GP Grand Cayman $215M AUM
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

World Equity Group's IBIT Position: Q2 2026 in Review

World Equity Group increased its iShares Bitcoin Trust (IBIT) stake by 26% in Q2 2026, buying an estimated $214K and bringing the position to 25,780 shares worth $858K. The position accounts for 0.19% of the portfolio, ranked #112.

World Equity Group first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.09M in Q4 2024. 360 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • World Equity Group held 25,780 shares of iShares Bitcoin Trust worth $858K as of Q2 2026.
  • World Equity Group bought 5,250 iShares Bitcoin Trust shares in Q2 2026, an estimated $214K.
  • iShares Bitcoin Trust made up 0.19% of World Equity Group's portfolio in Q2 2026, its #112 holding.
  • World Equity Group first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • World Equity Group's iShares Bitcoin Trust position peaked at $1.09M in Q4 2024.
  • 360 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.