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Crewe Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Crewe Advisors’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 		$282K Buy
8,479
+132
+2% +$5.37K 0.02% 190
2026
Q1 		$321K Buy
8,347
+168
+2% +$7.27K 0.03% 167
2025
Q4 		$406K Buy
8,179
+7,031
+612% +$399K 0.04% 145
2025
Q3 		$74.6K Buy
1,148
+356
+45% +$23.2K 0.01% 334
2025
Q2 		$48.5K Sell
792
-6,524
-89% -$366K 0.01% 293
2025
Q1 		$342K Buy
7,316
+6,814
+1,357% +$361K 0.05% 103
2024
Q4 		$26.6K Buy
502
+302
+151% +$14.3K ﹤0.01% 332
2024
Q3 		$7.23K Hold
200
– – ﹤0.01% 530
2024
Q2 		$6.83K Buy
+200
New +$7.47K ﹤0.01% 748

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

Crewe Advisors's IBIT Position: Q2 2026 in Review

Crewe Advisors increased its iShares Bitcoin Trust (IBIT) stake by 1.6% in Q2 2026, buying an estimated $5.37K and bringing the position to 8,479 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #190.

Crewe Advisors first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $406K in Q4 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Crewe Advisors held 8,479 shares of iShares Bitcoin Trust worth $282K as of Q2 2026.
  • Crewe Advisors bought 132 iShares Bitcoin Trust shares in Q2 2026, an estimated $5.37K.
  • iShares Bitcoin Trust made up 0.02% of Crewe Advisors's portfolio in Q2 2026, its #190 holding.
  • Crewe Advisors first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
  • Crewe Advisors's iShares Bitcoin Trust position peaked at $406K in Q4 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.