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 Q3	$1.07M	Buy	22,571 +1,235	+6%	+$49.8K	0.11%	121
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

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return

Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return

Ascent Wealth Partners's IBIT Position: Q3 2026 in Review

Ascent Wealth Partners increased its iShares Bitcoin Trust (IBIT) stake by 5.8% in Q3 2026, buying an estimated $49.8K and bringing the position to 22,571 shares worth $1.07M. The position accounts for 0.11% of the portfolio, ranked #121.

Ascent Wealth Partners first reported a position in IBIT in Q4 2024 and has held it in 8 quarters since. 642 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Ascent Wealth Partners held 22,571 shares of iShares Bitcoin Trust worth $1.07M as of Q3 2026.
Ascent Wealth Partners bought 1,235 iShares Bitcoin Trust shares in Q3 2026, an estimated $49.8K.
iShares Bitcoin Trust made up 0.11% of Ascent Wealth Partners's portfolio in Q3 2026, its #121 holding.
Ascent Wealth Partners first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 8 quarters since.
642 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Ascent Wealth Partners's 13F filing for Q3 2026, filed 23 Oct 2026.