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

Accurate 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	$357K	Sell	9,840 -2,677	-21%	-$109K	0.03%	421
2026 Q1	$520K	Buy	12,517 +5,226	+72%	+$226K	0.06%	309
2025 Q4	$373K	Sell	7,291 -60	-0.8%	-$3.41K	0.05%	361
2025 Q3	$470K	Buy	7,351 +718	+11%	+$46.7K	0.06%	302
2025 Q2	$428K	Buy	6,633 +1,081	+19%	+$60.6K	0.07%	286
2025 Q1	$265K	Buy	+5,552	New	+$294K	0.05%	316

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

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

PBCay One Dubai, United Arab Emirates $1.74B AUM

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

Accurate Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 21% in Q2 2026, selling an estimated $109K and leaving 9,840 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #421.

Accurate Wealth Management first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $520K in Q1 2026. 567 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Accurate Wealth Management held 9,840 shares of iShares Bitcoin Trust worth $357K as of Q2 2026.
Accurate Wealth Management sold 2,677 iShares Bitcoin Trust shares in Q2 2026, an estimated $109K.
iShares Bitcoin Trust made up 0.03% of Accurate Wealth Management's portfolio in Q2 2026, its #421 holding.
Accurate Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
Accurate Wealth Management's iShares Bitcoin Trust position peaked at $520K in Q1 2026.
567 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.