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Legacy Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Legacy 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 		$1.14M Hold
34,105
– – 0.11% 113
2026
Q1 		$1.31M Buy
34,105
+8,954
+36% +$388K 0.15% 85
2025
Q4 		$1.25M Buy
+25,151
New +$1.43M 0.13% 91

Other funds holding IBIT

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
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

Legacy Advisors's IBIT Position: Q2 2026 in Review

Legacy Advisors held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 34,105 shares worth $1.14M. The position accounts for 0.11% of the portfolio, ranked #113.

Legacy Advisors first reported a position in IBIT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.31M in Q1 2026. 463 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Legacy Advisors held 34,105 shares of iShares Bitcoin Trust worth $1.14M as of Q2 2026.
  • Legacy Advisors left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up 0.11% of Legacy Advisors's portfolio in Q2 2026, its #113 holding.
  • Legacy Advisors first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • Legacy Advisors's iShares Bitcoin Trust position peaked at $1.31M in Q1 2026.
  • 463 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.