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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
Q3 		$529K Sell
11,081
-526
-5% -$21.2K 0.26% 73
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

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Ballew Advisors's IBIT Position: Q3 2026 in Review

Ballew Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 4.5% in Q3 2026, selling an estimated $21.2K and leaving 11,081 shares worth $529K. The position accounts for 0.26% of the portfolio, ranked #73.

Ballew Advisors first reported a position in IBIT in Q4 2024 and has held it in 8 quarters since. The position peaked at $610K in Q3 2025. 15 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Ballew Advisors held 11,081 shares of iShares Bitcoin Trust worth $529K as of Q3 2026.
  • Ballew Advisors sold 526 iShares Bitcoin Trust shares in Q3 2026, an estimated $21.2K.
  • iShares Bitcoin Trust made up 0.26% of Ballew Advisors's portfolio in Q3 2026, its #73 holding.
  • Ballew Advisors first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 8 quarters since.
  • Ballew Advisors's iShares Bitcoin Trust position peaked at $610K in Q3 2025.
  • 15 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Ballew Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.