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WR Wealth Planners’s iShares Bitcoin Trust IBIT Stock Holding History

WR Wealth Planners’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
2024
Q4 		$105K Buy
1,974
+768
+64% +$36.3K 0.03% 229
2024
Q3 		$43.6K Buy
1,206
+801
+198% +$27.8K 0.01% 351
2024
Q2 		$13.8K Hold
405
– – ﹤0.01% 517
2024
Q1 		$16.4K Buy
+405
New +$12.6K 0.01% 491

Other funds holding IBIT

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SI
Symmetry Investments St Helier, Jersey $913M AUM 30.59% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return

WR Wealth Planners's IBIT Position: Q4 2024 in Review

WR Wealth Planners increased its iShares Bitcoin Trust (IBIT) stake by 64% in Q4 2024, buying an estimated $36.3K and bringing the position to 1,974 shares worth $105K. The position accounts for 0.03% of the portfolio, ranked #229.

WR Wealth Planners first reported a position in IBIT in Q1 2024 and has held it in 4 quarters since. 1,111 funds tracked by Wall St. Rank hold IBIT as of Q4 2024.

  • WR Wealth Planners held 1,974 shares of iShares Bitcoin Trust worth $105K as of Q4 2024.
  • WR Wealth Planners bought 768 iShares Bitcoin Trust shares in Q4 2024, an estimated $36.3K.
  • iShares Bitcoin Trust made up 0.03% of WR Wealth Planners's portfolio in Q4 2024, its #229 holding.
  • WR Wealth Planners first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 4 quarters since.
  • 1,111 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.