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Toth Financial Advisory’s iShares Bitcoin Trust IBIT Stock Holding History

Toth Financial Advisory’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 		– Hold
0
– -$3.84K – 931
2026
Q1 		– Hold
0
– – – 666

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
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

Toth Financial Advisory's IBIT Position: Q2 2026 in Review

Toth Financial Advisory increased its iShares Bitcoin Trust (IBIT) stake by 86% in Q2 2026, buying an estimated $244 and bringing the position to 13 shares worth $433. The position accounts for ﹤0.01% of the portfolio, ranked #863.

Toth Financial Advisory first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $102K in Q2 2024. 328 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Toth Financial Advisory held 13 shares of iShares Bitcoin Trust worth $433 as of Q2 2026.
  • Toth Financial Advisory bought 6 iShares Bitcoin Trust shares in Q2 2026, an estimated $244.
  • iShares Bitcoin Trust made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #863 holding.
  • Toth Financial Advisory first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Toth Financial Advisory's iShares Bitcoin Trust position peaked at $102K in Q2 2024.
  • 328 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.