Sax Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Sax 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	$620K	Sell	16,133 -3,196	-17%	-$130K	0.03%	300
2026 Q1	$960K	Sell	19,329 -1,054	-5%	-$45.6K	0.05%	198
2025 Q4	$1.01M	Buy	20,383 +8,809	+76%	+$500K	0.05%	197
2025 Q3	$752K	Buy	11,574 +180	+2%	+$11.7K	0.04%	217
2025 Q2	$697K	Buy	11,394 +672	+6%	+$37.7K	0.04%	214
2025 Q1	$502K	Buy	10,722 +4,964	+86%	+$263K	0.04%	220
2024 Q4	$305K	Buy	+5,758	New	+$272K	0.02%	262
2024 Q2	–	Sell	-5,611	Closed	-$227K	–	279
2024 Q1	$227K	Buy	+5,611	New	+$175K	0.03%	173

Other funds holding IBIT

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Franchise GP Grand Cayman $215M AUM

SBF

Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

Sax Wealth Advisors's IBIT Position: Q2 2026 in Review

Sax Wealth Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 17% in Q2 2026, selling an estimated $130K and leaving 16,133 shares worth $620K. The position accounts for 0.03% of the portfolio, ranked #300.

Sax Wealth Advisors first reported a position in IBIT in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.01M in Q4 2025. 339 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Sax Wealth Advisors held 16,133 shares of iShares Bitcoin Trust worth $620K as of Q2 2026.
Sax Wealth Advisors sold 3,196 iShares Bitcoin Trust shares in Q2 2026, an estimated $130K.
iShares Bitcoin Trust made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #300 holding.
Sax Wealth Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 8 quarters since.
Sax Wealth Advisors's iShares Bitcoin Trust position peaked at $1.01M in Q4 2025.
339 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.