CWM
IBIT icon

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

Cornerstone 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 		$738K Buy
22,162
+5,370
+32% +$218K 0.03% 401
2026
Q1 		$645K Buy
16,792
+3,785
+29% +$164K 0.03% 394
2025
Q4 		$646K Buy
13,007
+3,733
+40% +$212K 0.03% 366
2025
Q3 		$603K Buy
9,274
+3,348
+56% +$218K 0.03% 373
2025
Q2 		$363K Buy
5,926
+817
+16% +$45.8K 0.02% 466
2025
Q1 		$239K Buy
+5,109
New +$270K 0.02% 530

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

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

Cornerstone Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 32% in Q2 2026, buying an estimated $218K and bringing the position to 22,162 shares worth $738K. The position accounts for 0.03% of the portfolio, ranked #401.

Cornerstone Wealth Management first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. 1,476 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Cornerstone Wealth Management held 22,162 shares of iShares Bitcoin Trust worth $738K as of Q2 2026.
  • Cornerstone Wealth Management bought 5,370 iShares Bitcoin Trust shares in Q2 2026, an estimated $218K.
  • iShares Bitcoin Trust made up 0.03% of Cornerstone Wealth Management's portfolio in Q2 2026, its #401 holding.
  • Cornerstone Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
  • 1,476 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.