AFAS
IBIT icon

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

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 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. 1,476 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.
  • 1,476 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.