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Integrated Wealth Concepts’s Bitwise Bitcoin ETF BITB Stock Holding History

Integrated Wealth Concepts’s Portfolio BITB Stock Details BITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$477K Buy
14,960
+158
+1% +$6.16K ﹤0.01% 1677
2026
Q1 		$545K Buy
14,802
+10,189
+221% +$423K ﹤0.01% 1484
2025
Q4 		$219K Sell
4,613
-745
-14% -$40.5K ﹤0.01% 1475
2025
Q3 		$333K Buy
5,358
+319
+6% +$19.9K ﹤0.01% 1573
2025
Q2 		$295K Buy
+5,039
New +$270K ﹤0.01% 1556

Other funds holding BITB

PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Integrated Wealth Concepts's BITB Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Bitwise Bitcoin ETF (BITB) stake by 1.1% in Q2 2026, buying an estimated $6.16K and bringing the position to 14,960 shares worth $477K. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

Integrated Wealth Concepts first reported a position in BITB in Q2 2025 and has held it in 5 quarters since. The position peaked at $545K in Q1 2026. 271 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

  • Integrated Wealth Concepts held 14,960 shares of Bitwise Bitcoin ETF worth $477K as of Q2 2026.
  • Integrated Wealth Concepts bought 158 Bitwise Bitcoin ETF shares in Q2 2026, an estimated $6.16K.
  • Bitwise Bitcoin ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1677 holding.
  • Integrated Wealth Concepts first reported a position in Bitwise Bitcoin ETF in Q2 2025 and has held it in 5 quarters since.
  • Integrated Wealth Concepts's Bitwise Bitcoin ETF position peaked at $545K in Q1 2026.
  • 271 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.