LWM Advisory Services’s iShares Bitcoin Trust IBIT Stock Holding History

LWM Advisory Services’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	$495K	Hold	14,875	–	–	0.88%	35
2026 Q1	$571K	Sell	14,875 -164	-1%	-$7.1K	0.61%	34
2025 Q4	$747K	Buy	15,039 +164	+1%	+$9.32K	0.44%	35
2025 Q3	$967K	Hold	14,875	–	–	0.56%	36
2025 Q2	$910K	Hold	14,875	–	–	0.63%	33
2025 Q1	$696K	Hold	14,875	–	–	0.48%	36
2024 Q4	$789K	Hold	14,875	–	–	0.55%	35
2024 Q3	$537K	Hold	14,875	–	–	0.4%	43
2024 Q2	$508K	Buy	+14,875	New	+$556K	0.43%	38

Other funds holding IBIT

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

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

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

PPA

Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

OCM

Ovata Capital Management Hong Kong $1.33B AUM 5.69% 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 $44.6B AUM 28.94% 1-Year Est. Return

RSC

Rising Stella Capital Singapore $249M AUM

LWM Advisory Services's IBIT Position: Q2 2026 in Review

LWM Advisory Services held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 14,875 shares worth $495K. The position accounts for 0.88% of the portfolio, ranked #35.

LWM Advisory Services first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $967K in Q3 2025. 816 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

LWM Advisory Services held 14,875 shares of iShares Bitcoin Trust worth $495K as of Q2 2026.
LWM Advisory Services left its iShares Bitcoin Trust share count unchanged in Q2 2026.
iShares Bitcoin Trust made up 0.88% of LWM Advisory Services's portfolio in Q2 2026, its #35 holding.
LWM Advisory Services first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
LWM Advisory Services's iShares Bitcoin Trust position peaked at $967K in Q3 2025.
816 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.