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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
Q1 		– Sell
-600
Closed -$29.8K – 1002
2025
Q4 		$29.8K Sell
600
-59,400
-99% -$3.37M ﹤0.01% 994
2025
Q3 		$39K Buy
+60,000
New +$3.9M ﹤0.01% 1015

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FG
Franchise GP Grand Cayman $215M AUM
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 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. 360 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.
  • 360 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.