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Alliance Wealth Advisors (Pennsylvania)’s iShares Bitcoin Trust IBIT Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		– Sell
-5,470
Closed -$210K – 175
2026
Q1 		$210K Buy
5,470
+838
+18% +$36.3K 0.09% 151
2025
Q4 		$230K Buy
4,632
+150
+3% +$8.52K 0.1% 147
2025
Q3 		$291K Buy
4,482
+75
+2% +$4.88K 0.13% 124
2025
Q2 		$270K Buy
+4,407
New +$247K 0.14% 122
2025
Q1 		– Sell
-3,807
Closed -$202K – 147
2024
Q4 		$202K Buy
+3,807
New +$180K 0.11% 142

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

Alliance Wealth Advisors (Pennsylvania)'s IBIT Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 5,470 shares — an estimated $210K sold.

Alliance Wealth Advisors (Pennsylvania) first reported a position in IBIT in Q4 2024 and held it in 5 quarters. The position peaked at $291K in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Alliance Wealth Advisors (Pennsylvania) sold 5,470 iShares Bitcoin Trust shares in Q2 2026, an estimated $210K.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in iShares Bitcoin Trust in Q4 2024 and held it in 5 quarters.
  • Alliance Wealth Advisors (Pennsylvania)'s iShares Bitcoin Trust position peaked at $291K in Q3 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.