Innovative Asset Advisors Group’s iShares Bitcoin Trust IBIT Stock Holding History

Innovative Asset Advisors Group’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	$266K	Sell	7,985 -1,050	-12%	-$42.7K	0.12%	148
2026 Q1	$347K	Buy	+9,035	New	+$391K	0.2%	92

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

ADIC

Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $715M AUM

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Innovative Asset Advisors Group's IBIT Position: Q2 2026 in Review

Innovative Asset Advisors Group reduced its iShares Bitcoin Trust (IBIT) stake by 12% in Q2 2026, selling an estimated $42.7K and leaving 7,985 shares worth $266K. The position accounts for 0.12% of the portfolio, ranked #148.

Innovative Asset Advisors Group first reported a position in IBIT in Q1 2026 and has held it in 2 quarters since. The position peaked at $347K in Q1 2026. 1,397 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Innovative Asset Advisors Group held 7,985 shares of iShares Bitcoin Trust worth $266K as of Q2 2026.
Innovative Asset Advisors Group sold 1,050 iShares Bitcoin Trust shares in Q2 2026, an estimated $42.7K.
iShares Bitcoin Trust made up 0.12% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #148 holding.
Innovative Asset Advisors Group first reported a position in iShares Bitcoin Trust in Q1 2026 and has held it in 2 quarters since.
Innovative Asset Advisors Group's iShares Bitcoin Trust position peaked at $347K in Q1 2026.
1,397 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.