IAG
ETHW

Innovative Advisory Group’s Bitwise Ethereum ETF ETHW Stock Holding History

Innovative Advisory Group’s Portfolio ETHW Stock Details ETHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$568K Sell
50,392
-15,063
-23% -$222K 0.43% 20
2026
Q1 		$982K Sell
65,455
-143,616
-69% -$2.46M 0.81% 16
2025
Q4 		$4.45M Buy
209,071
+33,776
+19% +$837K 2.83% 10
2025
Q3 		$5.23M Sell
175,295
-87,608
-33% -$2.46M 3.22% 9
2025
Q2 		$4.75M Buy
262,903
+106,496
+68% +$1.68M 4.01% 6
2025
Q1 		$2.05M Buy
156,407
+59,352
+61% +$1.12M 1.95% 9
2024
Q4 		$2.33M Buy
+97,055
New +$2.14M 2.02% 11

Other funds holding ETHW

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Innovative Advisory Group's ETHW Position: Q2 2026 in Review

Innovative Advisory Group reduced its Bitwise Ethereum ETF (ETHW) stake by 23% in Q2 2026, selling an estimated $222K and leaving 50,392 shares worth $568K. The position accounts for 0.43% of the portfolio, ranked #20.

Innovative Advisory Group first reported a position in ETHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.23M in Q3 2025. 91 funds tracked by Wall St. Rank hold ETHW as of Q2 2026.

  • Innovative Advisory Group held 50,392 shares of Bitwise Ethereum ETF worth $568K as of Q2 2026.
  • Innovative Advisory Group sold 15,063 Bitwise Ethereum ETF shares in Q2 2026, an estimated $222K.
  • Bitwise Ethereum ETF made up 0.43% of Innovative Advisory Group's portfolio in Q2 2026, its #20 holding.
  • Innovative Advisory Group first reported a position in Bitwise Ethereum ETF in Q4 2024 and has held it in 7 quarters since.
  • Innovative Advisory Group's Bitwise Ethereum ETF position peaked at $5.23M in Q3 2025.
  • 91 funds tracked by Wall St. Rank held Bitwise Ethereum ETF as of Q2 2026.

Based on Innovative Advisory Group's 13F filing for Q2 2026, filed 22 Sep 2026.