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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

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

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. 1,479 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.
  • 1,479 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.