Foundation Wealth Management (Missouri)’s iShares Bitcoin Trust IBIT Stock Holding History

Foundation Wealth Management (Missouri)’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	$3.61M	Buy	108,535 +11,417	+12%	+$464K	2.14%	11
2026 Q1	$3.73M	Buy	97,118 +21,489	+28%	+$930K	2.52%	7
2025 Q4	$3.76M	Sell	75,629 -17,292	-19%	-$982K	2.48%	8
2025 Q3	$6.04M	Buy	92,921 +4,011	+5%	+$261K	3.86%	6
2025 Q2	$5.44M	Buy	88,910 +5,986	+7%	+$335K	3.79%	5
2025 Q1	$3.88M	Buy	82,924 +78,778	+1,900%	+$4.17M	3.04%	5
2024 Q4	$220K	Buy	+4,146	New	+$196K	0.17%	41

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

PPA

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

OCM

Ovata Capital Management Hong Kong $1.33B AUM 5.69% 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 $44.6B AUM 28.94% 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

Foundation Wealth Management (Missouri)'s IBIT Position: Q2 2026 in Review

Foundation Wealth Management (Missouri) increased its iShares Bitcoin Trust (IBIT) stake by 12% in Q2 2026, buying an estimated $464K and bringing the position to 108,535 shares worth $3.61M. The position accounts for 2.14% of the portfolio, ranked #11.

Foundation Wealth Management (Missouri) first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.04M in Q3 2025. 678 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Foundation Wealth Management (Missouri) held 108,535 shares of iShares Bitcoin Trust worth $3.61M as of Q2 2026.
Foundation Wealth Management (Missouri) bought 11,417 iShares Bitcoin Trust shares in Q2 2026, an estimated $464K.
iShares Bitcoin Trust made up 2.14% of Foundation Wealth Management (Missouri)'s portfolio in Q2 2026, its #11 holding.
Foundation Wealth Management (Missouri) first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
Foundation Wealth Management (Missouri)'s iShares Bitcoin Trust position peaked at $6.04M in Q3 2025.
678 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Foundation Wealth Management (Missouri)'s 13F filing for Q2 2026, filed 30 Jul 2026.