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Ascent Wealth Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Ascent Wealth Partners’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 		$710K Buy
21,336
+911
+4% +$37.1K 0.07% 130
2026
Q1 		$785K Buy
20,425
+4,304
+27% +$186K 0.09% 124
2025
Q4 		$800K Buy
16,121
+2,770
+21% +$157K 0.09% 121
2025
Q3 		$868K Buy
13,351
+420
+3% +$27.3K 0.1% 120
2025
Q2 		$792K Buy
12,931
+2,641
+26% +$148K 0.1% 121
2025
Q1 		$482K Buy
10,290
+3,448
+50% +$183K 0.06% 135
2024
Q4 		$363K Buy
+6,842
New +$323K 0.05% 134

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

Ascent Wealth Partners's IBIT Position: Q2 2026 in Review

Ascent Wealth Partners increased its iShares Bitcoin Trust (IBIT) stake by 4.5% in Q2 2026, buying an estimated $37.1K and bringing the position to 21,336 shares worth $710K. The position accounts for 0.07% of the portfolio, ranked #130.

Ascent Wealth Partners first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $868K in Q3 2025. 1,474 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Ascent Wealth Partners held 21,336 shares of iShares Bitcoin Trust worth $710K as of Q2 2026.
  • Ascent Wealth Partners bought 911 iShares Bitcoin Trust shares in Q2 2026, an estimated $37.1K.
  • iShares Bitcoin Trust made up 0.07% of Ascent Wealth Partners's portfolio in Q2 2026, its #130 holding.
  • Ascent Wealth Partners first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Ascent Wealth Partners's iShares Bitcoin Trust position peaked at $868K in Q3 2025.
  • 1,474 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Ascent Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.