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Integrity Investment Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Integrity Investment 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 		$202K Hold
6,067
– – 0.09% 71
2026
Q1 		$233K Buy
+6,067
New +$263K 0.13% 67
2025
Q4 		– Sell
-3,080
Closed -$200K – 85
2025
Q3 		$200K Buy
+3,080
New +$200K 0.13% 58

Other funds holding IBIT

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
FG
Franchise GP Grand Cayman $215M AUM

Integrity Investment Advisors's IBIT Position: Q2 2026 in Review

Integrity Investment Advisors held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 6,067 shares worth $202K. The position accounts for 0.09% of the portfolio, ranked #71.

Integrity Investment Advisors first reported a position in IBIT in Q3 2025 and has held it in 3 quarters since. The position peaked at $233K in Q1 2026. 368 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Integrity Investment Advisors held 6,067 shares of iShares Bitcoin Trust worth $202K as of Q2 2026.
  • Integrity Investment Advisors left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up 0.09% of Integrity Investment Advisors's portfolio in Q2 2026, its #71 holding.
  • Integrity Investment Advisors first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 3 quarters since.
  • Integrity Investment Advisors's iShares Bitcoin Trust position peaked at $233K in Q1 2026.
  • 368 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Integrity Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.