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FSM Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

FSM 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 		$222K Buy
6,670
+427
+7% +$17.4K 0.02% 321
2026
Q1 		$240K Sell
6,243
-368
-6% -$15.9K 0.03% 279
2025
Q4 		$328K Buy
6,611
+869
+15% +$49.4K 0.04% 223
2025
Q3 		$373K Buy
5,742
+883
+18% +$57.4K 0.05% 210
2025
Q2 		$298K Buy
+4,859
New +$272K 0.05% 220

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

FSM Wealth Advisors's IBIT Position: Q2 2026 in Review

FSM Wealth Advisors increased its iShares Bitcoin Trust (IBIT) stake by 6.8% in Q2 2026, buying an estimated $17.4K and bringing the position to 6,670 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #321.

FSM Wealth Advisors first reported a position in IBIT in Q2 2025 and has held it in 5 quarters since. The position peaked at $373K in Q3 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • FSM Wealth Advisors held 6,670 shares of iShares Bitcoin Trust worth $222K as of Q2 2026.
  • FSM Wealth Advisors bought 427 iShares Bitcoin Trust shares in Q2 2026, an estimated $17.4K.
  • iShares Bitcoin Trust made up 0.02% of FSM Wealth Advisors's portfolio in Q2 2026, its #321 holding.
  • FSM Wealth Advisors first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 5 quarters since.
  • FSM Wealth Advisors's iShares Bitcoin Trust position peaked at $373K in Q3 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.