4A
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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
Q1 		– Sell
-400
Closed -$19.9K – 149
2025
Q4 		$19.9K Buy
+400
New +$22.7K 0.02% 146

Other funds holding IBIT

CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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

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. 463 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.
  • 463 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.