Elevate Capital Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Elevate Capital 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	$324K	Sell	9,718 -25,327	-72%	-$1.03M	0.18%	70
2026 Q1	$1.35M	Sell	35,045 -1,704	-5%	-$73.8K	0.87%	34
2025 Q4	$1.82M	Buy	36,749 +11,735	+47%	+$667K	1.21%	31
2025 Q3	$1.63M	Buy	25,014 +1,079	+5%	+$70.2K	1.13%	41
2025 Q2	$1.47M	Sell	23,935 -2,096	-8%	-$117K	1.17%	45
2025 Q1	$1.22M	Sell	26,031 -5,994	-19%	-$317K	1.13%	42
2024 Q4	$1.7M	Buy	+32,025	New	+$1.51M	1.5%	25

Other funds holding IBIT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

TCBWMS

Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return

PPA

Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return

PAMS

Pinpoint Asset Management (Singapore) Singapore $493M AUM 52.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Elevate Capital Advisors's IBIT Position: Q2 2026 in Review

Elevate Capital Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 72% in Q2 2026, selling an estimated $1.03M and leaving 9,718 shares worth $324K. The position accounts for 0.18% of the portfolio, ranked #70.

Elevate Capital Advisors first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.82M in Q4 2025. 933 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Elevate Capital Advisors held 9,718 shares of iShares Bitcoin Trust worth $324K as of Q2 2026.
Elevate Capital Advisors sold 25,327 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.03M.
iShares Bitcoin Trust made up 0.18% of Elevate Capital Advisors's portfolio in Q2 2026, its #70 holding.
Elevate Capital Advisors first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
Elevate Capital Advisors's iShares Bitcoin Trust position peaked at $1.82M in Q4 2025.
933 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Elevate Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.