CWA
IBIT icon

CJM Wealth Advisers’s iShares Bitcoin Trust IBIT Stock Holding History

CJM Wealth Advisers’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 		$329K Buy
9,875
+1,014
+11% +$41.2K 0.09% 59
2026
Q1 		$340K Hold
8,861
– – 0.1% 59
2025
Q4 		$440K Buy
8,861
+4,812
+119% +$273K 0.13% 52
2025
Q3 		$263K Buy
+4,049
New +$263K 0.08% 62

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
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
PWM
Proathlete Wealth Management Boca Raton, Florida $404M AUM 19.74% 1-Year Est. Return

CJM Wealth Advisers's IBIT Position: Q2 2026 in Review

CJM Wealth Advisers increased its iShares Bitcoin Trust (IBIT) stake by 11% in Q2 2026, buying an estimated $41.2K and bringing the position to 9,875 shares worth $329K. The position accounts for 0.09% of the portfolio, ranked #59.

CJM Wealth Advisers first reported a position in IBIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $440K in Q4 2025. 328 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • CJM Wealth Advisers held 9,875 shares of iShares Bitcoin Trust worth $329K as of Q2 2026.
  • CJM Wealth Advisers bought 1,014 iShares Bitcoin Trust shares in Q2 2026, an estimated $41.2K.
  • iShares Bitcoin Trust made up 0.09% of CJM Wealth Advisers's portfolio in Q2 2026, its #59 holding.
  • CJM Wealth Advisers first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • CJM Wealth Advisers's iShares Bitcoin Trust position peaked at $440K in Q4 2025.
  • 328 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on CJM Wealth Advisers's 13F filing for Q2 2026, filed 17 Jul 2026.