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

Optivise 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	$448K	Buy	13,455 +1,899	+16%	+$77.2K	0.23%	117
2026 Q1	$444K	Buy	11,556 +260	+2%	+$11.3K	0.27%	95
2025 Q4	$561K	Buy	11,296 +5,535	+96%	+$314K	0.32%	85
2025 Q3	$374K	Sell	5,761 -1,719	-23%	-$112K	0.22%	105
2025 Q2	$458K	Sell	7,480 -23	-0.3%	-$1.29K	0.23%	101
2025 Q1	$351K	Sell	7,503 -1,593	-18%	-$84.3K	0.2%	109
2024 Q4	$483K	Sell	9,096 -772	-8%	-$36.5K	0.26%	91
2024 Q3	$357K	Buy	9,868 +336	+4%	+$11.7K	0.19%	104
2024 Q2	$325K	Buy	+9,532	New	+$356K	0.18%	121

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 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

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

PBCay One Dubai, United Arab Emirates $1.74B AUM

Spear Holdings Dubai, United Arab Emirates $1.68B AUM 4.3% 1-Year Est. Return

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

Optivise Advisory Services increased its iShares Bitcoin Trust (IBIT) stake by 16% in Q2 2026, buying an estimated $77.2K and bringing the position to 13,455 shares worth $448K. The position accounts for 0.23% of the portfolio, ranked #117.

Optivise Advisory Services first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $561K in Q4 2025. 487 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Optivise Advisory Services held 13,455 shares of iShares Bitcoin Trust worth $448K as of Q2 2026.
Optivise Advisory Services bought 1,899 iShares Bitcoin Trust shares in Q2 2026, an estimated $77.2K.
iShares Bitcoin Trust made up 0.23% of Optivise Advisory Services's portfolio in Q2 2026, its #117 holding.
Optivise Advisory Services first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
Optivise Advisory Services's iShares Bitcoin Trust position peaked at $561K in Q4 2025.
487 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.