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

Activest 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	$1.77M	Sell	53,155 -13,695	-20%	-$557K	0.34%	30
2026 Q1	$2.57M	Sell	66,850 -25,931	-28%	-$1.12M	0.45%	29
2025 Q4	$4.61M	Buy	92,781 +28,436	+44%	+$1.62M	0.86%	18
2025 Q3	$4.18M	Buy	64,345 +6,935	+12%	+$451K	0.85%	18
2025 Q2	$3.51M	Buy	57,410 +2,374	+4%	+$133K	0.85%	16
2025 Q1	$2.58M	Buy	55,036 +8,868	+19%	+$469K	0.69%	20
2024 Q4	$2.45M	Buy	46,168 +9,603	+26%	+$453K	0.68%	20
2024 Q3	$1.32M	Sell	36,565 -1,390	-4%	-$48.3K	0.41%	32
2024 Q2	$1.3M	Buy	37,955 +3,895	+11%	+$145K	0.43%	30
2024 Q1	$1.38M	Buy	+34,060	New	+$1.06M	0.66%	19

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Activest Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 20% in Q2 2026, selling an estimated $557K and leaving 53,155 shares worth $1.77M. The position accounts for 0.34% of the portfolio, ranked #30.

Activest Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.61M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Activest Wealth Management held 53,155 shares of iShares Bitcoin Trust worth $1.77M as of Q2 2026.
Activest Wealth Management sold 13,695 iShares Bitcoin Trust shares in Q2 2026, an estimated $557K.
iShares Bitcoin Trust made up 0.34% of Activest Wealth Management's portfolio in Q2 2026, its #30 holding.
Activest Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Activest Wealth Management's iShares Bitcoin Trust position peaked at $4.61M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.