Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
iShares Bitcoin Trust(IBIT)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IBIT
10/09/2026: IBIT (2-star) has a low Upturn Star Rating. Not recommended to BUY.
IBIT is a spot Bitcoin ETF managed by BlackRock that provides direct exposure to the price of bitcoin through a highly liquid and regulated vehicle. Its primary strengths include its institutional backing, competitive expense ratio, and superior liquidity compared to peers. It is best used as a high-risk, high-growth component within a diversified portfolio rather than a core holding. Key risks include the inherent volatility of bitcoin, lack of income generation, and potential for regulatory shifts. It is most suitable for investors who understand the risks of digital assets and seek an easy way to hold them in a standard brokerage account.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Bitcoin is often viewed as a high-growth alternative asset class within a diversified portfolio. |
| Momentum investor | Strong fit while signal remains positive | The asset's historically strong trends make it a frequent target for momentum-based trading strategies. |
| Value investor | Weak fit | Bitcoin lacks traditional cash flows or fundamental valuation metrics like P/E ratios. |
| Dividend/Income investor | Weak fit | The ETF does not generate income or pay dividends to shareholders. |
| Low-risk investor | Weak fit | The extreme volatility of bitcoin makes it unsuitable for low-risk, capital-preservation goals. |
Investor Profile
Ideal Investor Profile
The ideal investor is an experienced market participant with a high risk tolerance and a long-term time horizon for crypto-assets.
Suitability
IBIT is most suitable for long-term investors seeking regulated crypto exposure, though it can be used by active traders for short-term speculation.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The price of bitcoin is subject to extreme and rapid fluctuations. |
| Market risk | High | The fund's value is entirely dependent on the market price of a single asset class. |
| Concentration | High | The fund lacks diversification as it is invested exclusively in bitcoin. |
| Tracking/expense | Low | The fund generally tracks its benchmark closely with a very low management fee. |
| Liquidity | Low | The ETF is highly liquid, but the underlying bitcoin market can experience sudden liquidity shocks. |
| Business/sector quality | Medium / high | Regulatory uncertainty remains a persistent risk factor for the digital asset industry. |
Risk Analysis
Volatility
IBIT inherits the extreme volatility of bitcoin, often experiencing double-digit percentage swings in short periods.
Market Risk
The fund carries specific risks related to crypto-market volatility, regulatory changes, and speculative trading dynamics.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Commodity | Bitcoin (BTC) | 99.9 | The fund provides direct exposure to the price of bitcoin held in cold storage by a regulated custodian. |
| Cash/collateral | Cash and Cash Equivalents | 0.1 | Small cash balances are held for administrative and operational expenses. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type ETF | Historic Profit 15.22% | Avg. Invested days 36 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/09/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.