N.E.W. Advisory Services’s iShares Bitcoin Trust IBIT Stock Holding History

N.E.W. 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	$198K	Buy	5,948 +406	+7%	+$16.5K	0.01%	220
2026 Q1	$213K	Buy	5,542 +338	+6%	+$14.6K	0.02%	207
2025 Q4	$258K	Buy	5,204 +2,457	+89%	+$140K	0.02%	186
2025 Q3	$179K	Sell	2,747 -722	-21%	-$47K	0.02%	194
2025 Q2	$212K	Buy	3,469 +1,786	+106%	+$100K	0.02%	178
2025 Q1	$78.8K	Buy	+1,683	New	+$89.1K	0.01%	306

Other funds holding IBIT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

TCBWMS

Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return

PPA

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

PAMS

Pinpoint Asset Management (Singapore) Singapore $493M AUM 52.83% 1-Year Est. Return

N.E.W. Advisory Services's IBIT Position: Q2 2026 in Review

N.E.W. Advisory Services increased its iShares Bitcoin Trust (IBIT) stake by 7.3% in Q2 2026, buying an estimated $16.5K and bringing the position to 5,948 shares worth $198K. The position accounts for 0.01% of the portfolio, ranked #220.

N.E.W. Advisory Services first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $258K in Q4 2025. 1,054 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

N.E.W. Advisory Services held 5,948 shares of iShares Bitcoin Trust worth $198K as of Q2 2026.
N.E.W. Advisory Services bought 406 iShares Bitcoin Trust shares in Q2 2026, an estimated $16.5K.
iShares Bitcoin Trust made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #220 holding.
N.E.W. Advisory Services first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's iShares Bitcoin Trust position peaked at $258K in Q4 2025.
1,054 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.