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

Valued 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	–	Sell	-63	Closed	-$2.42K	–	926
2026 Q1	$2.42K	Sell	63 -218	-78%	-$9.44K	﹤0.01%	531
2025 Q4	$14K	Buy	281 +70	+33%	+$3.98K	0.01%	195
2025 Q3	$13.7K	Hold	211	–	–	0.01%	187
2025 Q2	$12.9K	Hold	211	–	–	0.01%	191
2025 Q1	$9.88K	Hold	211	–	–	0.01%	230
2024 Q4	$11.2K	Hold	211	–	–	0.01%	216
2024 Q3	$7.62K	Hold	211	–	–	﹤0.01%	247
2024 Q2	$7.2K	Hold	211	–	–	﹤0.01%	235
2024 Q1	$8.54K	Buy	+211	New	+$6.58K	0.01%	198

Other funds holding IBIT

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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

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

Valued Wealth Advisors sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 63 shares — an estimated $2.42K sold.

Valued Wealth Advisors first reported a position in IBIT in Q1 2024 and held it in 9 quarters. The position peaked at $14K in Q4 2025. 463 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Valued Wealth Advisors reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
Valued Wealth Advisors sold 63 iShares Bitcoin Trust shares in Q2 2026, an estimated $2.42K.
Valued Wealth Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and held it in 9 quarters.
Valued Wealth Advisors's iShares Bitcoin Trust position peaked at $14K in Q4 2025.
463 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.