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Elevation Wealth Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Elevation Wealth Partners’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
Q3 		$53.9K Hold
1,139
– – 0.02% 369
2026
Q2 		$37.9K Buy
1,139
+38
+3% +$1.55K 0.01% 381
2026
Q1 		$42.3K Buy
1,101
+46
+4% +$1.99K 0.02% 267
2025
Q4 		$52.4K Buy
1,055
+933
+765% +$53K 0.02% 239
2025
Q3 		$7.93K Hold
122
– – ﹤0.01% 414
2025
Q2 		$7.47K Hold
122
– – ﹤0.01% 386
2025
Q1 		$5.71K Hold
122
– – ﹤0.01% 396
2024
Q4 		$6.47K Hold
122
– – ﹤0.01% 398
2024
Q3 		$4.41K Sell
122
-40
-25% -$1.39K ﹤0.01% 398
2024
Q2 		$5.53K Buy
+162
New +$6.05K ﹤0.01% 378

Other funds holding IBIT

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Elevation Wealth Partners's IBIT Position: Q3 2026 in Review

Elevation Wealth Partners held its iShares Bitcoin Trust (IBIT) position steady in Q3 2026 at 1,139 shares worth $53.9K. The position accounts for 0.02% of the portfolio, ranked #369.

Elevation Wealth Partners first reported a position in IBIT in Q2 2024 and has held it in 10 quarters since. 86 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Elevation Wealth Partners held 1,139 shares of iShares Bitcoin Trust worth $53.9K as of Q3 2026.
  • Elevation Wealth Partners left its iShares Bitcoin Trust share count unchanged in Q3 2026.
  • iShares Bitcoin Trust made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #369 holding.
  • Elevation Wealth Partners first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 10 quarters since.
  • 86 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.