Kingswood Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Kingswood Wealth 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	$3.47M	Sell	104,150 -47,102	-31%	-$1.92M	0.14%	166
2026 Q1	$5.81M	Buy	151,252 +12,489	+9%	+$541K	0.28%	80
2025 Q4	$6.89M	Buy	138,763 +34,183	+33%	+$1.94M	0.33%	60
2025 Q3	$6.8M	Buy	104,580 +1,842	+2%	+$120K	0.41%	45
2025 Q2	$6.29M	Buy	102,738 +2,136	+2%	+$120K	0.5%	32
2025 Q1	$4.71M	Buy	100,602 +1,155	+1%	+$61.1K	0.43%	39
2024 Q4	$5.28M	Sell	99,447 -1,741	-2%	-$82.2K	0.4%	41
2024 Q3	$3.66M	Buy	101,188 +5,505	+6%	+$191K	0.26%	85
2024 Q2	$3.27M	Sell	95,683 -2,728	-3%	-$102K	0.29%	75
2024 Q1	$3.98M	Buy	+98,411	New	+$3.07M	0.46%	39

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 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

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

PBCay One Dubai, United Arab Emirates $1.74B AUM

Kingswood Wealth Advisors's IBIT Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 31% in Q2 2026, selling an estimated $1.92M and leaving 104,150 shares worth $3.47M. The position accounts for 0.14% of the portfolio, ranked #166.

Kingswood Wealth Advisors first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.89M in Q4 2025. 562 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Kingswood Wealth Advisors held 104,150 shares of iShares Bitcoin Trust worth $3.47M as of Q2 2026.
Kingswood Wealth Advisors sold 47,102 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.92M.
iShares Bitcoin Trust made up 0.14% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #166 holding.
Kingswood Wealth Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Kingswood Wealth Advisors's iShares Bitcoin Trust position peaked at $6.89M in Q4 2025.
562 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.