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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

MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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
PO
PBCay One Dubai, United Arab Emirates $1.74B AUM
SH
Spear Holdings Dubai, United Arab Emirates $1.68B AUM 4.3% 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. 529 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.
  • 529 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.