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Holos Integrated Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

Holos Integrated Wealth’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 		$911K Buy
25,190
+10,000
+66% +$407K 0.43% 38
2026
Q1 		$594K Buy
+15,190
New +$658K 0.3% 48

Other funds holding IBIT

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
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Holos Integrated Wealth's IBIT Position: Q2 2026 in Review

Holos Integrated Wealth increased its iShares Bitcoin Trust (IBIT) stake by 66% in Q2 2026, buying an estimated $407K and bringing the position to 25,190 shares worth $911K. The position accounts for 0.43% of the portfolio, ranked #38.

Holos Integrated Wealth first reported a position in IBIT in Q1 2026 and has held it in 2 quarters since. 463 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Holos Integrated Wealth held 25,190 shares of iShares Bitcoin Trust worth $911K as of Q2 2026.
  • Holos Integrated Wealth bought 10,000 iShares Bitcoin Trust shares in Q2 2026, an estimated $407K.
  • iShares Bitcoin Trust made up 0.43% of Holos Integrated Wealth's portfolio in Q2 2026, its #38 holding.
  • Holos Integrated Wealth first reported a position in iShares Bitcoin Trust in Q1 2026 and has held it in 2 quarters since.
  • 463 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

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