Empower Advisory Group’s iShares Bitcoin Trust IBIT Stock Holding History

Empower Advisory Group’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	$1.44M	Sell	43,154 -2,376	-5%	-$96.7K	﹤0.01%	230
2026 Q1	$1.75M	Sell	45,530 -6,051	-12%	-$262K	﹤0.01%	213
2025 Q4	$2.56M	Buy	51,581 +7,196	+16%	+$409K	0.01%	203
2025 Q3	$2.89M	Buy	44,385 +4,661	+12%	+$303K	0.01%	200
2025 Q2	$2.43M	Sell	39,724 -7,833	-16%	-$439K	0.01%	202
2025 Q1	$2.23M	Buy	47,557 +5,542	+13%	+$293K	0.01%	201
2024 Q4	$2.23M	Buy	42,015 +10,285	+32%	+$486K	0.01%	202
2024 Q3	$1.15M	Buy	31,730 +2,799	+10%	+$97.2K	﹤0.01%	226
2024 Q2	$988K	Buy	28,931 +4,162	+17%	+$155K	﹤0.01%	226
2024 Q1	$1M	Buy	+24,769	New	+$773K	﹤0.01%	228

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Empower Advisory Group's IBIT Position: Q2 2026 in Review

Empower Advisory Group reduced its iShares Bitcoin Trust (IBIT) stake by 5.2% in Q2 2026, selling an estimated $96.7K and leaving 43,154 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #230.

Empower Advisory Group first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.89M in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Empower Advisory Group held 43,154 shares of iShares Bitcoin Trust worth $1.44M as of Q2 2026.
Empower Advisory Group sold 2,376 iShares Bitcoin Trust shares in Q2 2026, an estimated $96.7K.
iShares Bitcoin Trust made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #230 holding.
Empower Advisory Group first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Empower Advisory Group's iShares Bitcoin Trust position peaked at $2.89M in Q3 2025.
1,466 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.