Axxcess Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Axxcess Wealth Management’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	$5.14M	Sell	154,258 -123	-0.1%	-$5K	0.08%	220
2026 Q1	$5.93M	Sell	154,381 -68,592	-31%	-$2.97M	0.19%	101
2025 Q4	$11.1M	Buy	222,973 +80,493	+56%	+$4.57M	0.19%	105
2025 Q3	$9.26M	Buy	142,480 +3,527	+3%	+$229K	0.2%	96
2025 Q2	$8.51M	Sell	138,953 -5,340	-4%	-$299K	0.2%	100
2025 Q1	$6.75M	Buy	144,293 +59,990	+71%	+$3.18M	0.18%	106
2024 Q4	$4.47M	Buy	84,303 +65,220	+342%	+$3.08M	0.11%	147
2024 Q3	$689K	Sell	19,083 -25,888	-58%	-$899K	0.02%	481
2024 Q2	$1.54M	Buy	44,971 +21,126	+89%	+$789K	0.04%	304
2024 Q1	$965K	Buy	+23,845	New	+$744K	0.03%	379

Other funds holding IBIT

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

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

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

PPA

Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return

OCM

Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RSC

Rising Stella Capital Singapore $249M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Axxcess Wealth Management's IBIT Position: Q2 2026 in Review

Axxcess Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 0.08% in Q2 2026, selling an estimated $5K and leaving 154,258 shares worth $5.14M. The position accounts for 0.08% of the portfolio, ranked #220.

Axxcess Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.1M in Q4 2025. 751 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Axxcess Wealth Management held 154,258 shares of iShares Bitcoin Trust worth $5.14M as of Q2 2026.
Axxcess Wealth Management sold 123 iShares Bitcoin Trust shares in Q2 2026, an estimated $5K.
iShares Bitcoin Trust made up 0.08% of Axxcess Wealth Management's portfolio in Q2 2026, its #220 holding.
Axxcess Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Axxcess Wealth Management's iShares Bitcoin Trust position peaked at $11.1M in Q4 2025.
751 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.