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Savvy Advisors Inc’s iShares Bitcoin Trust IBIT Stock Holding History

Savvy Advisors Inc’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 		$10.8M Buy
324,370
+64,583
+25% +$2.63M 0.23% 84
2026
Q1 		$9.98M Buy
259,787
+67,584
+35% +$2.93M 0.27% 74
2025
Q4 		$9.54M Buy
192,203
+40,545
+27% +$2.3M 0.31% 61
2025
Q3 		$9.86M Buy
151,658
+135,494
+838% +$8.81M 0.45% 48
2025
Q2 		$989K Buy
16,164
+6,101
+61% +$342K 0.07% 223
2025
Q1 		$471K Buy
+10,063
New +$533K 0.05% 298

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

Savvy Advisors Inc's IBIT Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares Bitcoin Trust (IBIT) stake by 25% in Q2 2026, buying an estimated $2.63M and bringing the position to 324,370 shares worth $10.8M. The position accounts for 0.23% of the portfolio, ranked #84.

Savvy Advisors Inc first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Savvy Advisors Inc held 324,370 shares of iShares Bitcoin Trust worth $10.8M as of Q2 2026.
  • Savvy Advisors Inc bought 64,583 iShares Bitcoin Trust shares in Q2 2026, an estimated $2.63M.
  • iShares Bitcoin Trust made up 0.23% of Savvy Advisors Inc's portfolio in Q2 2026, its #84 holding.
  • Savvy Advisors Inc first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.