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	-9,500	Closed	-$365K	–	220
2026 Q1	$365K	Buy	+9,500	New	+$411K	0.13%	116

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

MIC

Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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. 1,474 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.
1,474 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.