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Better Way Financial, LLC’s iShares Bitcoin Trust IBIT Stock Holding History

Better Way Financial, LLC’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 		$4.15M Buy
+124,545
New +$5.07M 3.51% 6

Other funds holding IBIT

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
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
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Better Way Financial, LLC's IBIT Position: Q2 2026 in Review

Better Way Financial, LLC opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 124,545 shares worth $4.15M. The stake represents 3.51% of the portfolio and ranks #6 among its holdings.

463 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Better Way Financial, LLC held 124,545 shares of iShares Bitcoin Trust worth $4.15M as of Q2 2026.
  • iShares Bitcoin Trust was a new Better Way Financial, LLC position in Q2 2026.
  • iShares Bitcoin Trust made up 3.51% of Better Way Financial, LLC's portfolio in Q2 2026, its #6 holding.
  • 463 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Better Way Financial, LLC's 13F filing for Q2 2026, filed 23 Jul 2026.