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Investment Research & Advisory Group’s iShares Bitcoin Trust IBIT Stock Holding History

Investment Research & Advisory 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 		$5.36K Hold
161
– – ﹤0.01% 258
2026
Q1 		$6.19K Hold
161
– – ﹤0.01% 218
2025
Q4 		$7.99K Hold
161
– – ﹤0.01% 200
2025
Q3 		$10.5K Hold
161
– – ﹤0.01% 176
2025
Q2 		$9.86K Buy
+161
New +$9.02K ﹤0.01% 172

Other funds holding IBIT

MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Investment Research & Advisory Group's IBIT Position: Q2 2026 in Review

Investment Research & Advisory Group held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 161 shares worth $5.36K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

Investment Research & Advisory Group first reported a position in IBIT in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.5K in Q3 2025. 606 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Investment Research & Advisory Group held 161 shares of iShares Bitcoin Trust worth $5.36K as of Q2 2026.
  • Investment Research & Advisory Group left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up ﹤0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #258 holding.
  • Investment Research & Advisory Group first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 5 quarters since.
  • Investment Research & Advisory Group's iShares Bitcoin Trust position peaked at $10.5K in Q3 2025.
  • 606 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.