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

Heritage 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 		$26.7K Buy
803
+408
+103% +$16.6K ﹤0.01% 405
2026
Q1 		$15.2K Sell
395
-400
-50% -$17.3K ﹤0.01% 479
2025
Q4 		$39.5K Buy
795
+400
+101% +$22.7K ﹤0.01% 337
2025
Q3 		$25.7K Hold
395
– – ﹤0.01% 356
2025
Q2 		$24.2K Hold
395
– – ﹤0.01% 355
2025
Q1 		$18.5K Buy
+395
New +$20.9K ﹤0.01% 374

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

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

Heritage Wealth Advisors increased its iShares Bitcoin Trust (IBIT) stake by 103% in Q2 2026, buying an estimated $16.6K and bringing the position to 803 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Heritage Wealth Advisors first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $39.5K in Q4 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Heritage Wealth Advisors held 803 shares of iShares Bitcoin Trust worth $26.7K as of Q2 2026.
  • Heritage Wealth Advisors bought 408 iShares Bitcoin Trust shares in Q2 2026, an estimated $16.6K.
  • iShares Bitcoin Trust made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #405 holding.
  • Heritage Wealth Advisors first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
  • Heritage Wealth Advisors's iShares Bitcoin Trust position peaked at $39.5K in Q4 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.