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

HCR 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 		$1.48M Buy
44,571
+2,448
+6% +$99.6K 0.13% 92
2026
Q1 		$1.62M Buy
42,123
+3,193
+8% +$138K 0.17% 85
2025
Q4 		$1.93M Buy
38,930
+3,085
+9% +$175K 0.19% 79
2025
Q3 		$2.47M Buy
35,845
+337
+0.9% +$21.9K 0.26% 61
2025
Q2 		$2.17M Buy
35,508
+3,241
+10% +$182K 0.26% 62
2025
Q1 		$1.51M Buy
32,267
+775
+2% +$41K 0.2% 76
2024
Q4 		$1.67M Buy
31,492
+1,517
+5% +$71.6K 0.21% 76
2024
Q3 		$1.08M Buy
29,975
+17,730
+145% +$616K 0.14% 97
2024
Q2 		$418K Buy
12,245
+6,875
+128% +$257K 0.06% 145
2024
Q1 		$217K Buy
+5,370
New +$167K 0.03% 208

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

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

HCR Wealth Advisors increased its iShares Bitcoin Trust (IBIT) stake by 5.8% in Q2 2026, buying an estimated $99.6K and bringing the position to 44,571 shares worth $1.48M. The position accounts for 0.13% of the portfolio, ranked #92.

HCR Wealth Advisors first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.47M in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • HCR Wealth Advisors held 44,571 shares of iShares Bitcoin Trust worth $1.48M as of Q2 2026.
  • HCR Wealth Advisors bought 2,448 iShares Bitcoin Trust shares in Q2 2026, an estimated $99.6K.
  • iShares Bitcoin Trust made up 0.13% of HCR Wealth Advisors's portfolio in Q2 2026, its #92 holding.
  • HCR Wealth Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • HCR Wealth Advisors's iShares Bitcoin Trust position peaked at $2.47M in Q3 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

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