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Forvis Mazars Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Forvis Mazars Wealth 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 		$427K Sell
12,823
-723
-5% -$29.4K 0.01% 332
2026
Q1 		$520K Sell
13,546
-68
-0.5% -$2.94K 0.01% 279
2025
Q4 		$676K Buy
13,614
+1,646
+14% +$93.5K 0.01% 248
2025
Q3 		$778K Buy
11,968
+1,788
+18% +$116K 0.02% 229
2025
Q2 		$623K Sell
10,180
-299
-3% -$16.8K 0.01% 251
2025
Q1 		$491K Sell
10,479
-12,519
-54% -$663K 0.01% 285
2024
Q4 		$1.22M Buy
22,998
+7,843
+52% +$370K 0.03% 201
2024
Q3 		$548K Buy
15,155
+7,620
+101% +$265K 0.01% 306
2024
Q2 		$257K Buy
+7,535
New +$281K 0.01% 371

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

Forvis Mazars Wealth Advisors's IBIT Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 5.3% in Q2 2026, selling an estimated $29.4K and leaving 12,823 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #332.

Forvis Mazars Wealth Advisors first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.22M in Q4 2024. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 12,823 shares of iShares Bitcoin Trust worth $427K as of Q2 2026.
  • Forvis Mazars Wealth Advisors sold 723 iShares Bitcoin Trust shares in Q2 2026, an estimated $29.4K.
  • iShares Bitcoin Trust made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #332 holding.
  • Forvis Mazars Wealth Advisors first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
  • Forvis Mazars Wealth Advisors's iShares Bitcoin Trust position peaked at $1.22M in Q4 2024.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.