Brown Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Brown Wealth Management’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	$5.36M	Buy	113,237 +11,881	+12%	+$479K	1.18%	23
2026 Q2	$3.37M	Buy	101,356 +23,322	+30%	+$949K	0.75%	27
2026 Q1	$3M	Buy	78,034 +11,959	+18%	+$518K	0.77%	29
2025 Q4	$3.28M	Buy	66,075 +2,773	+4%	+$158K	0.86%	27
2025 Q3	$4.11M	Sell	63,302 -360	-0.6%	-$23.4K	1.16%	25
2025 Q2	$3.9M	Buy	63,662 +24,649	+63%	+$1.38M	1.21%	22
2025 Q1	$1.83M	Buy	+39,013	New	+$2.07M	0.63%	34

Other funds holding IBIT

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return

Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return

SJBenen ADVISORY Chapel Hill, North Carolina $165M AUM 0.36% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Brown Wealth Management's IBIT Position: Q3 2026 in Review

Brown Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 12% in Q3 2026, buying an estimated $479K and bringing the position to 113,237 shares worth $5.36M. The position accounts for 1.18% of the portfolio, ranked #23.

Brown Wealth Management first reported a position in IBIT in Q1 2025 and has held it in 7 quarters since. 374 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Brown Wealth Management held 113,237 shares of iShares Bitcoin Trust worth $5.36M as of Q3 2026.
Brown Wealth Management bought 11,881 iShares Bitcoin Trust shares in Q3 2026, an estimated $479K.
iShares Bitcoin Trust made up 1.18% of Brown Wealth Management's portfolio in Q3 2026, its #23 holding.
Brown Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 7 quarters since.
374 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Brown Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.