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KWB Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

KWB Wealth’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 		$243K Sell
7,309
-615
-8% -$25K 0.02% 157
2026
Q1 		$393K Sell
7,924
-345
-4% -$14.9K 0.04% 110
2025
Q4 		$411K Buy
8,269
+4,558
+123% +$259K 0.04% 117
2025
Q3 		$227K Buy
+3,711
New +$241K 0.03% 139

Other funds holding IBIT

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
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

KWB Wealth's IBIT Position: Q2 2026 in Review

KWB Wealth reduced its iShares Bitcoin Trust (IBIT) stake by 7.8% in Q2 2026, selling an estimated $25K and leaving 7,309 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #157.

KWB Wealth first reported a position in IBIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $411K in Q4 2025. 244 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • KWB Wealth held 7,309 shares of iShares Bitcoin Trust worth $243K as of Q2 2026.
  • KWB Wealth sold 615 iShares Bitcoin Trust shares in Q2 2026, an estimated $25K.
  • iShares Bitcoin Trust made up 0.02% of KWB Wealth's portfolio in Q2 2026, its #157 holding.
  • KWB Wealth first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • KWB Wealth's iShares Bitcoin Trust position peaked at $411K in Q4 2025.
  • 244 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.