4Wealth Advisors
IBIT icon

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
Q1 		– Sell
-400
Closed -$19.9K – 149
2025
Q4 		$19.9K Buy
+400
New +$22.7K 0.02% 146

Other funds holding IBIT

Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Avenir Tech
Avenir Tech Hong Kong $646M AUM 20.82% 1-Year Est. Return
NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.8B AUM 34.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SCHF (GPE)
SCHF (GPE) Wilson, Wyoming $2.32B AUM 18.45% 1-Year Est. Return

4Wealth Advisors's IBIT Position: Q3 2026 in Review

4Wealth Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 62% in Q3 2026, selling an estimated $293K and leaving 4,551 shares worth $215K. The position accounts for 0.15% of the portfolio, ranked #129.

4Wealth Advisors first reported a position in IBIT in Q2 2025 and has held it in 6 quarters since. The position peaked at $473K in Q1 2026. 1,428 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • 4Wealth Advisors held 4,551 shares of iShares Bitcoin Trust worth $215K as of Q3 2026.
  • 4Wealth Advisors sold 7,276 iShares Bitcoin Trust shares in Q3 2026, an estimated $293K.
  • iShares Bitcoin Trust made up 0.15% of 4Wealth Advisors's portfolio in Q3 2026, its #129 holding.
  • 4Wealth Advisors first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 6 quarters since.
  • 4Wealth Advisors's iShares Bitcoin Trust position peaked at $473K in Q1 2026.
  • 1,428 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.