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 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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SBF

Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Brown Wealth Management's IBIT Position: Q2 2026 in Review

Brown Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 30% in Q2 2026, buying an estimated $949K and bringing the position to 101,356 shares worth $3.37M. The position accounts for 0.75% of the portfolio, ranked #27.

Brown Wealth Management first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.11M in Q3 2025. 327 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Brown Wealth Management held 101,356 shares of iShares Bitcoin Trust worth $3.37M as of Q2 2026.
Brown Wealth Management bought 23,322 iShares Bitcoin Trust shares in Q2 2026, an estimated $949K.
iShares Bitcoin Trust made up 0.75% of Brown Wealth Management's portfolio in Q2 2026, its #27 holding.
Brown Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
Brown Wealth Management's iShares Bitcoin Trust position peaked at $4.11M in Q3 2025.
327 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.