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Balance Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

Balance Wealth’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 		$338K Buy
+10,141
New +$413K 0.09% 121
2026
Q1 		– Sell
-5,768
Closed -$286K – 155
2025
Q4 		$286K Buy
5,768
+1,674
+41% +$95.1K 0.09% 118
2025
Q3 		$266K Buy
4,094
+687
+20% +$44.7K 0.07% 119
2025
Q2 		$209K Buy
+3,407
New +$191K 0.12% 99

Other funds holding IBIT

CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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

Balance Wealth's IBIT Position: Q2 2026 in Review

Balance Wealth opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 10,141 shares worth $338K. The stake represents 0.09% of the portfolio and ranks #121 among its holdings. This is a return to the name: Balance Wealth previously reported a position in IBIT as recently as Q4 2025.

Balance Wealth first reported a position in IBIT in Q2 2025 and has held it in 4 quarters since. 463 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Balance Wealth held 10,141 shares of iShares Bitcoin Trust worth $338K as of Q2 2026.
  • iShares Bitcoin Trust was a new Balance Wealth position in Q2 2026.
  • iShares Bitcoin Trust made up 0.09% of Balance Wealth's portfolio in Q2 2026, its #121 holding.
  • Balance Wealth first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 4 quarters since.
  • 463 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.