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New Wave Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

New Wave 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 		– Sell
-6,908
Closed -$265K – 221
2026
Q1 		$265K Sell
6,908
-222
-3% -$9.61K 0.09% 158
2025
Q4 		$365K Sell
7,130
-10,378
-59% -$590K 0.13% 110
2025
Q3 		$1.14M Buy
17,508
+7,465
+74% +$486K 0.44% 42
2025
Q2 		$615K Buy
10,043
+145
+1% +$8.13K 0.26% 62
2025
Q1 		$463K Buy
9,898
+9,091
+1,127% +$481K 0.21% 70
2024
Q4 		$42.8K Buy
+807
New +$38.1K 0.02% 228

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
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
PO
PBCay One Dubai, United Arab Emirates $1.74B AUM

New Wave Wealth Advisors's IBIT Position: Q2 2026 in Review

New Wave Wealth Advisors sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 6,908 shares — an estimated $265K sold.

New Wave Wealth Advisors first reported a position in IBIT in Q4 2024 and held it in 6 quarters. The position peaked at $1.14M in Q3 2025. 571 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • New Wave Wealth Advisors reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • New Wave Wealth Advisors sold 6,908 iShares Bitcoin Trust shares in Q2 2026, an estimated $265K.
  • New Wave Wealth Advisors first reported a position in iShares Bitcoin Trust in Q4 2024 and held it in 6 quarters.
  • New Wave Wealth Advisors's iShares Bitcoin Trust position peaked at $1.14M in Q3 2025.
  • 571 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.