Acorn Financial Advisory Services’s iShares Bitcoin Trust IBIT Stock Holding History

Acorn Financial Advisory Services’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	$28.3M	Buy	849,344 +190,465	+29%	+$7.75M	3.75%	9
2026 Q1	$25.3M	Buy	658,879 +64,518	+11%	+$2.79M	3.47%	10
2025 Q4	$29.5M	Buy	594,361 +30,852	+5%	+$1.75M	4.36%	8
2025 Q3	$36.6M	Buy	563,509 +22,675	+4%	+$1.47M	5.62%	5
2025 Q2	$33.1M	Buy	540,834 +187,761	+53%	+$10.5M	5.43%	5
2025 Q1	$16.5M	Buy	353,073 +78,151	+28%	+$4.14M	2.99%	10
2024 Q4	$14.6M	Buy	274,922 +238,640	+658%	+$11.3M	2.4%	12
2024 Q3	$1.31M	Sell	36,282 -31,140	-46%	-$1.08M	0.23%	50
2024 Q2	$2.3M	Sell	67,422 -34,831	-34%	-$1.3M	0.43%	28
2024 Q1	$4.14M	Buy	+102,253	New	+$3.19M	0.78%	18

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

PPA

Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return

OCM

Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Acorn Financial Advisory Services's IBIT Position: Q2 2026 in Review

Acorn Financial Advisory Services increased its iShares Bitcoin Trust (IBIT) stake by 29% in Q2 2026, buying an estimated $7.75M and bringing the position to 849,344 shares worth $28.3M. The position accounts for 3.75% of the portfolio, ranked #9.

Acorn Financial Advisory Services first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $36.6M in Q3 2025. 678 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Acorn Financial Advisory Services held 849,344 shares of iShares Bitcoin Trust worth $28.3M as of Q2 2026.
Acorn Financial Advisory Services bought 190,465 iShares Bitcoin Trust shares in Q2 2026, an estimated $7.75M.
iShares Bitcoin Trust made up 3.75% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #9 holding.
Acorn Financial Advisory Services first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Acorn Financial Advisory Services's iShares Bitcoin Trust position peaked at $36.6M in Q3 2025.
678 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.