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Ballew Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Ballew 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 		$405K Buy
11,607
+45
+0.4% +$1.83K 0.21% 85
2026
Q1 		$473K Buy
11,562
+1,145
+11% +$49.6K 0.27% 73
2025
Q4 		$558K Buy
10,417
+873
+9% +$49.6K 0.31% 64
2025
Q3 		$610K Buy
9,544
+2,302
+32% +$150K 0.34% 64
2025
Q2 		$450K Buy
7,242
+601
+9% +$33.7K 0.27% 73
2025
Q1 		$317K Buy
6,641
+261
+4% +$13.8K 0.21% 82
2024
Q4 		$340K Buy
+6,380
New +$301K 0.22% 78

Other funds holding IBIT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Ballew Advisors's IBIT Position: Q2 2026 in Review

Ballew Advisors increased its iShares Bitcoin Trust (IBIT) stake by 0.39% in Q2 2026, buying an estimated $1.83K and bringing the position to 11,607 shares worth $405K. The position accounts for 0.21% of the portfolio, ranked #85.

Ballew Advisors first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $610K in Q3 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Ballew Advisors held 11,607 shares of iShares Bitcoin Trust worth $405K as of Q2 2026.
  • Ballew Advisors bought 45 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.83K.
  • iShares Bitcoin Trust made up 0.21% of Ballew Advisors's portfolio in Q2 2026, its #85 holding.
  • Ballew Advisors first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Ballew Advisors's iShares Bitcoin Trust position peaked at $610K in Q3 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Ballew Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.