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1620 Investment Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

1620 Investment Advisors’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 		$15.8K Hold
475
– – 0.01% 440
2026
Q1 		$18.3K Hold
475
– – 0.01% 402
2025
Q4 		$23.6K Hold
475
– – 0.02% 379
2025
Q3 		$30.9K Buy
475
+35
+8% +$2.28K 0.02% 342
2025
Q2 		$26.9K Buy
+440
New +$24.7K 0.02% 370

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

1620 Investment Advisors's IBIT Position: Q2 2026 in Review

1620 Investment Advisors held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 475 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #440.

1620 Investment Advisors first reported a position in IBIT in Q2 2025 and has held it in 5 quarters since. The position peaked at $30.9K in Q3 2025. 360 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • 1620 Investment Advisors held 475 shares of iShares Bitcoin Trust worth $15.8K as of Q2 2026.
  • 1620 Investment Advisors left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up 0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #440 holding.
  • 1620 Investment Advisors first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 5 quarters since.
  • 1620 Investment Advisors's iShares Bitcoin Trust position peaked at $30.9K in Q3 2025.
  • 360 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.