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

HHM 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 		$190K Buy
5,715
+473
+9% +$19.2K 0.02% 219
2026
Q1 		$201K Sell
5,242
-13,188
-72% -$571K 0.02% 191
2025
Q4 		$915K Buy
18,430
+7,627
+71% +$433K 0.11% 71
2025
Q3 		$702K Buy
10,803
+638
+6% +$41.5K 0.08% 88
2025
Q2 		$622K Buy
10,165
+530
+6% +$29.7K 0.07% 96
2025
Q1 		$451K Buy
9,635
+7,047
+272% +$373K 0.06% 112
2024
Q4 		$137K Buy
2,588
+2,582
+43,033% +$122K 0.02% 227
2024
Q3 		$217 Buy
6
+2
+50% +$69 ﹤0.01% 752
2024
Q2 		$137 Buy
4
+3
+300% +$112 ﹤0.01% 772
2024
Q1 		$41 Buy
+1
New +$31 ﹤0.01% 735

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
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
PO
PBCay One Dubai, United Arab Emirates $1.74B AUM
SH
Spear Holdings Dubai, United Arab Emirates $1.68B AUM 4.3% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

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

HHM Wealth Advisors increased its iShares Bitcoin Trust (IBIT) stake by 9% in Q2 2026, buying an estimated $19.2K and bringing the position to 5,715 shares worth $190K. The position accounts for 0.02% of the portfolio, ranked #219.

HHM Wealth Advisors first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $915K in Q4 2025. 474 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • HHM Wealth Advisors held 5,715 shares of iShares Bitcoin Trust worth $190K as of Q2 2026.
  • HHM Wealth Advisors bought 473 iShares Bitcoin Trust shares in Q2 2026, an estimated $19.2K.
  • iShares Bitcoin Trust made up 0.02% of HHM Wealth Advisors's portfolio in Q2 2026, its #219 holding.
  • HHM Wealth Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • HHM Wealth Advisors's iShares Bitcoin Trust position peaked at $915K in Q4 2025.
  • 474 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

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