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4Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

4Wealth 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 		$404K Sell
11,827
-738
-6% -$30K 0.31% 96
2026
Q1 		$473K Buy
12,565
+4,567
+57% +$198K 0.4% 80
2025
Q4 		$397K Buy
7,998
+3,365
+73% +$191K 0.34% 95
2025
Q3 		$301K Buy
4,633
+704
+18% +$45.8K 0.27% 116
2025
Q2 		$240K Buy
+3,929
New +$220K 0.24% 117

Other funds holding IBIT

MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
PPA
Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

4Wealth Advisors's IBIT Position: Q2 2026 in Review

4Wealth Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 5.9% in Q2 2026, selling an estimated $30K and leaving 11,827 shares worth $404K. The position accounts for 0.31% of the portfolio, ranked #96.

4Wealth Advisors first reported a position in IBIT in Q2 2025 and has held it in 5 quarters since. The position peaked at $473K in Q1 2026. 678 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • 4Wealth Advisors held 11,827 shares of iShares Bitcoin Trust worth $404K as of Q2 2026.
  • 4Wealth Advisors sold 738 iShares Bitcoin Trust shares in Q2 2026, an estimated $30K.
  • iShares Bitcoin Trust made up 0.31% of 4Wealth Advisors's portfolio in Q2 2026, its #96 holding.
  • 4Wealth Advisors first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 5 quarters since.
  • 4Wealth Advisors's iShares Bitcoin Trust position peaked at $473K in Q1 2026.
  • 678 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.