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Acorn Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Acorn Wealth Advisors’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 		$549K Buy
16,506
+2,470
+18% +$100K 0.13% 152
2026
Q1 		$539K Buy
14,036
+3,617
+35% +$157K 0.16% 128
2025
Q4 		$517K Buy
10,419
+1,074
+11% +$61K 0.15% 132
2025
Q3 		$607K Buy
9,345
+5,669
+154% +$369K 0.19% 118
2025
Q2 		$225K Buy
+3,676
New +$206K 0.08% 223

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 Wealth Advisors's IBIT Position: Q2 2026 in Review

Acorn Wealth Advisors increased its iShares Bitcoin Trust (IBIT) stake by 18% in Q2 2026, buying an estimated $100K and bringing the position to 16,506 shares worth $549K. The position accounts for 0.13% of the portfolio, ranked #152.

Acorn Wealth Advisors first reported a position in IBIT in Q2 2025 and has held it in 5 quarters since. The position peaked at $607K in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Acorn Wealth Advisors held 16,506 shares of iShares Bitcoin Trust worth $549K as of Q2 2026.
  • Acorn Wealth Advisors bought 2,470 iShares Bitcoin Trust shares in Q2 2026, an estimated $100K.
  • iShares Bitcoin Trust made up 0.13% of Acorn Wealth Advisors's portfolio in Q2 2026, its #152 holding.
  • Acorn Wealth Advisors first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 5 quarters since.
  • Acorn Wealth Advisors's iShares Bitcoin Trust position peaked at $607K in Q3 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.