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Soltis Investment Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Soltis Investment 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 		$653K Sell
19,613
-1,418
-7% -$57.7K 0.04% 309
2026
Q1 		$808K Buy
21,031
+10,469
+99% +$453K 0.05% 254
2025
Q4 		$524K Buy
10,562
+6,158
+140% +$350K 0.03% 316
2025
Q3 		$286K Buy
4,404
+764
+21% +$49.7K 0.02% 385
2025
Q2 		$223K Buy
+3,640
New +$204K 0.02% 366
2025
Q1 		– Sell
-4,211
Closed -$223K – 377
2024
Q4 		$223K Buy
+4,211
New +$199K 0.02% 337
2024
Q3 		– Sell
-6,132
Closed -$209K – 370
2024
Q2 		$209K Buy
+6,132
New +$229K 0.02% 305

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

Soltis Investment Advisors's IBIT Position: Q2 2026 in Review

Soltis Investment Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 6.7% in Q2 2026, selling an estimated $57.7K and leaving 19,613 shares worth $653K. The position accounts for 0.04% of the portfolio, ranked #309.

Soltis Investment Advisors first reported a position in IBIT in Q2 2024 and has held it in 7 quarters since. The position peaked at $808K in Q1 2026. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Soltis Investment Advisors held 19,613 shares of iShares Bitcoin Trust worth $653K as of Q2 2026.
  • Soltis Investment Advisors sold 1,418 iShares Bitcoin Trust shares in Q2 2026, an estimated $57.7K.
  • iShares Bitcoin Trust made up 0.04% of Soltis Investment Advisors's portfolio in Q2 2026, its #309 holding.
  • Soltis Investment Advisors first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 7 quarters since.
  • Soltis Investment Advisors's iShares Bitcoin Trust position peaked at $808K in Q1 2026.
  • 1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.