Accel Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Accel Wealth Management’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	$671K	Sell	20,149 -835	-4%	-$34K	0.15%	133
2026 Q1	$806K	Sell	20,984 -25	-0.1%	-$1.08K	0.21%	108
2025 Q4	$1.04M	Buy	21,009 +1,181	+6%	+$67.1K	0.29%	87
2025 Q3	$1.29M	Buy	19,828 +3,289	+20%	+$214K	0.37%	67
2025 Q2	$1.01M	Buy	16,539 +1,258	+8%	+$70.5K	0.34%	72
2025 Q1	$715K	Buy	15,281 +2,072	+16%	+$110K	0.26%	90
2024 Q4	$701K	Sell	13,209 -61	-0.5%	-$2.88K	0.27%	93
2024 Q3	$479K	Buy	13,270 +50	+0.4%	+$1.74K	0.18%	132
2024 Q2	$451K	Buy	13,220 +1,670	+14%	+$62.4K	0.18%	121
2024 Q1	$467K	Buy	+11,550	New	+$360K	0.2%	113

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

Franchise GP Grand Cayman $215M AUM

SBF

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

Accel Wealth Management's IBIT Position: Q2 2026 in Review

Accel Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 4% in Q2 2026, selling an estimated $34K and leaving 20,149 shares worth $671K. The position accounts for 0.15% of the portfolio, ranked #133.

Accel Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.29M in Q3 2025. 360 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Accel Wealth Management held 20,149 shares of iShares Bitcoin Trust worth $671K as of Q2 2026.
Accel Wealth Management sold 835 iShares Bitcoin Trust shares in Q2 2026, an estimated $34K.
iShares Bitcoin Trust made up 0.15% of Accel Wealth Management's portfolio in Q2 2026, its #133 holding.
Accel Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Accel Wealth Management's iShares Bitcoin Trust position peaked at $1.29M in Q3 2025.
360 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.