Advisory Services Network’s iShares Bitcoin Trust IBIT Stock Holding History

Advisory Services Network’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	$7.19M	Buy	215,957 +46,840	+28%	+$1.91M	0.08%	252
2026 Q1	$6.5M	Buy	169,117 +23,208	+16%	+$1M	0.09%	245
2025 Q4	$7.24M	Sell	145,909 -36,628	-20%	-$2.08M	0.1%	208
2025 Q3	$11.9M	Sell	182,537 -116,398	-39%	-$7.57M	0.17%	121
2025 Q2	$19.8M	Buy	298,935 +100,052	+50%	+$5.61M	0.32%	53
2025 Q1	$9.31M	Buy	198,883 +177,360	+824%	+$9.39M	0.18%	121
2024 Q4	$1.14M	Sell	21,523 -14,275	-40%	-$674K	0.02%	680
2024 Q3	$1.22M	Hold	35,798	–	–	0.03%	642
2024 Q2	$1.22M	Buy	35,798 +10,189	+40%	+$381K	0.03%	642
2024 Q1	$1.04M	Buy	+25,609	New	+$799K	0.02%	672

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

Advisory Services Network's IBIT Position: Q2 2026 in Review

Advisory Services Network increased its iShares Bitcoin Trust (IBIT) stake by 28% in Q2 2026, buying an estimated $1.91M and bringing the position to 215,957 shares worth $7.19M. The position accounts for 0.08% of the portfolio, ranked #252.

Advisory Services Network first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $19.8M in Q2 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Advisory Services Network held 215,957 shares of iShares Bitcoin Trust worth $7.19M as of Q2 2026.
Advisory Services Network bought 46,840 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.91M.
iShares Bitcoin Trust made up 0.08% of Advisory Services Network's portfolio in Q2 2026, its #252 holding.
Advisory Services Network first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Advisory Services Network's iShares Bitcoin Trust position peaked at $19.8M in Q2 2025.
1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.