B. Riley Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

B. Riley Wealth Advisors’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	$620K	Buy	18,140 +50	+0.3%	+$2.03K	0.03%	417
2026 Q1	$682K	Sell	18,090 -8,484	-32%	-$367K	0.04%	373
2025 Q4	$1.32M	Sell	26,574 -5,139	-16%	-$292K	0.06%	286
2025 Q3	$2.06M	Buy	31,713 +7,266	+30%	+$473K	0.1%	198
2025 Q2	$1.5M	Buy	+24,447	New	+$1.37M	0.07%	260
2024 Q4	$1.56M	Sell	29,465 -8,613	-23%	-$407K	0.05%	328
2024 Q3	$1.36M	Buy	38,078 +9,266	+32%	+$322K	0.04%	418
2024 Q2	$984K	Buy	+28,812	New	+$1.08M	0.03%	545

Other funds holding IBIT

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 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

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

BWM

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SBF

Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

B. Riley Wealth Advisors's IBIT Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its iShares Bitcoin Trust (IBIT) stake by 0.28% in Q2 2026, buying an estimated $2.03K and bringing the position to 18,140 shares worth $620K. The position accounts for 0.03% of the portfolio, ranked #417.

B. Riley Wealth Advisors first reported a position in IBIT in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.06M in Q3 2025. 293 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

B. Riley Wealth Advisors held 18,140 shares of iShares Bitcoin Trust worth $620K as of Q2 2026.
B. Riley Wealth Advisors bought 50 iShares Bitcoin Trust shares in Q2 2026, an estimated $2.03K.
iShares Bitcoin Trust made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #417 holding.
B. Riley Wealth Advisors first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 8 quarters since.
B. Riley Wealth Advisors's iShares Bitcoin Trust position peaked at $2.06M in Q3 2025.
293 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.