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 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

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 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Elevation Wealth Partners's IBIT Position: Q2 2026 in Review

Elevation Wealth Partners increased its iShares Bitcoin Trust (IBIT) stake by 3.5% in Q2 2026, buying an estimated $1.55K and bringing the position to 1,139 shares worth $37.9K. The position accounts for 0.01% of the portfolio, ranked #381.

Elevation Wealth Partners first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $52.4K in Q4 2025. 606 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Elevation Wealth Partners held 1,139 shares of iShares Bitcoin Trust worth $37.9K as of Q2 2026.
Elevation Wealth Partners bought 38 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.55K.
iShares Bitcoin Trust made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #381 holding.
Elevation Wealth Partners first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
Elevation Wealth Partners's iShares Bitcoin Trust position peaked at $52.4K in Q4 2025.
606 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.