AWG
IBIT icon

Altus Wealth Group’s iShares Bitcoin Trust IBIT Stock Holding History

Altus Wealth Group’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
-11,255
Closed -$432K – 158
2026
Q1 		$432K Buy
11,255
+3,052
+37% +$132K 0.18% 91
2025
Q4 		$407K Buy
8,203
+877
+12% +$49.8K 0.16% 92
2025
Q3 		$476K Buy
7,326
+980
+15% +$63.7K 0.2% 89
2025
Q2 		$388K Sell
6,346
-53
-0.8% -$2.97K 0.17% 94
2025
Q1 		$300K Buy
6,399
+385
+6% +$20.4K 0.14% 104
2024
Q4 		$319K Buy
6,014
+315
+6% +$14.9K 0.14% 110
2024
Q3 		$206K Buy
+5,699
New +$198K 0.09% 136

Other funds holding IBIT

MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
PPA
Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return

Altus Wealth Group's IBIT Position: Q2 2026 in Review

Altus Wealth Group sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 11,255 shares — an estimated $432K sold.

Altus Wealth Group first reported a position in IBIT in Q3 2024 and held it in 7 quarters. The position peaked at $476K in Q3 2025. 612 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Altus Wealth Group reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Altus Wealth Group sold 11,255 iShares Bitcoin Trust shares in Q2 2026, an estimated $432K.
  • Altus Wealth Group first reported a position in iShares Bitcoin Trust in Q3 2024 and held it in 7 quarters.
  • Altus Wealth Group's iShares Bitcoin Trust position peaked at $476K in Q3 2025.
  • 612 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.