Ables Iannone Moore & Associates’s iShares Bitcoin Trust IBIT Stock Holding History

Ables Iannone Moore & Associates’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	$632K	Sell	18,973 -1,238	-6%	-$50.4K	0.34%	46
2026 Q1	$777K	Buy	20,211 +757	+4%	+$32.8K	0.46%	41
2025 Q4	$966K	Buy	19,454 +495	+3%	+$28.1K	0.53%	35
2025 Q3	$1.23M	Sell	18,959 -280	-1%	-$18.2K	0.71%	26
2025 Q2	$1.18M	Sell	19,239 -340	-2%	-$19.1K	0.73%	26
2025 Q1	$916K	Sell	19,579 -80	-0.4%	-$4.24K	0.62%	34
2024 Q4	$1.04M	Sell	19,659 -210	-1%	-$9.91K	0.64%	29
2024 Q3	$718K	Sell	19,869 -67	-0.3%	-$2.33K	0.46%	37
2024 Q2	$681K	Buy	+19,936	New	+$745K	0.45%	36

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SBF

Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Ables Iannone Moore & Associates's IBIT Position: Q2 2026 in Review

Ables Iannone Moore & Associates reduced its iShares Bitcoin Trust (IBIT) stake by 6.1% in Q2 2026, selling an estimated $50.4K and leaving 18,973 shares worth $632K. The position accounts for 0.34% of the portfolio, ranked #46.

Ables Iannone Moore & Associates first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.23M in Q3 2025. 285 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Ables Iannone Moore & Associates held 18,973 shares of iShares Bitcoin Trust worth $632K as of Q2 2026.
Ables Iannone Moore & Associates sold 1,238 iShares Bitcoin Trust shares in Q2 2026, an estimated $50.4K.
iShares Bitcoin Trust made up 0.34% of Ables Iannone Moore & Associates's portfolio in Q2 2026, its #46 holding.
Ables Iannone Moore & Associates first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
Ables Iannone Moore & Associates's iShares Bitcoin Trust position peaked at $1.23M in Q3 2025.
285 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Ables Iannone Moore & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.