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Prevail Innovative Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Prevail Innovative 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 		$1.84M Buy
55,140
+16,767
+44% +$682K 0.27% 100
2026
Q1 		$1.47M Buy
38,373
+16,474
+75% +$713K 0.25% 115
2025
Q4 		$1.09M Buy
21,899
+12,713
+138% +$722K 0.19% 142
2025
Q3 		$597K Buy
+9,186
New +$598K 0.12% 161

Other funds holding IBIT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
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
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Prevail Innovative Wealth Advisors's IBIT Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its iShares Bitcoin Trust (IBIT) stake by 44% in Q2 2026, buying an estimated $682K and bringing the position to 55,140 shares worth $1.84M. The position accounts for 0.27% of the portfolio, ranked #100.

Prevail Innovative Wealth Advisors first reported a position in IBIT in Q3 2025 and has held it in 4 quarters since. 1,476 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 55,140 shares of iShares Bitcoin Trust worth $1.84M as of Q2 2026.
  • Prevail Innovative Wealth Advisors bought 16,767 iShares Bitcoin Trust shares in Q2 2026, an estimated $682K.
  • iShares Bitcoin Trust made up 0.27% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #100 holding.
  • Prevail Innovative Wealth Advisors first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • 1,476 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.