SeaCrest Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

SeaCrest Wealth Management’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	–	Sell	-30,213	Closed	-$1.16M	–	604
2026 Q1	$1.16M	Sell	30,213 -3,153	-9%	-$137K	0.12%	162
2025 Q4	$1.72M	Sell	33,366 -205	-0.6%	-$11.6K	0.17%	104
2025 Q3	$2.35M	Sell	33,571 -21,102	-39%	-$1.37M	0.25%	77
2025 Q2	$3.35M	Buy	54,673 +20,440	+60%	+$1.15M	0.36%	50
2025 Q1	$1.6M	Sell	34,233 -4,003	-10%	-$212K	0.18%	103
2024 Q4	$2.03M	Buy	38,236 +4,913	+15%	+$232K	0.21%	86
2024 Q3	$1.2M	Sell	33,323 -7,849	-19%	-$273K	0.13%	150
2024 Q2	$1.41M	Buy	41,172 +3,523	+9%	+$132K	0.16%	122
2024 Q1	$1.52M	Buy	+37,649	New	+$1.17M	0.19%	116

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

SBF

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

PWM

Proathlete Wealth Management Boca Raton, Florida $404M AUM 19.74% 1-Year Est. Return

SeaCrest Wealth Management's IBIT Position: Q2 2026 in Review

SeaCrest Wealth Management sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 30,213 shares — an estimated $1.16M sold.

SeaCrest Wealth Management first reported a position in IBIT in Q1 2024 and held it in 9 quarters. The position peaked at $3.35M in Q2 2025. 328 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

SeaCrest Wealth Management reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
SeaCrest Wealth Management sold 30,213 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.16M.
SeaCrest Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and held it in 9 quarters.
SeaCrest Wealth Management's iShares Bitcoin Trust position peaked at $3.35M in Q2 2025.
328 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

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