Wealth Enhancement Advisory Services
IBIT icon

Wealth Enhancement Advisory Services’s iShares Bitcoin Trust IBIT Stock Holding History

Wealth Enhancement Advisory Services’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 		$8.93M Buy
246,379
+11,078
+5% +$451K 0.01% 725
2026
Q1 		$8.93M Sell
235,301
-170,854
-42% -$7.4M 0.02% 639
2025
Q4 		$21.3M Buy
406,155
+53,230
+15% +$3.02M 0.03% 463
2025
Q3 		$24.4M Buy
352,925
+87,625
+33% +$5.7M 0.04% 402
2025
Q2 		$16.5M Buy
265,300
+80,431
+44% +$4.51M 0.03% 481
2025
Q1 		$8.65M Buy
184,869
+44,295
+32% +$2.34M 0.02% 627
2024
Q4 		$7.46M Buy
140,574
+52,057
+59% +$2.46M 0.01% 655
2024
Q3 		$3.2M Buy
88,517
+1,445
+2% +$50.2K 0.01% 869
2024
Q2 		$2.97M Buy
87,072
+2,653
+3% +$99.1K 0.01% 853
2024
Q1 		$3.42M Buy
+84,419
New +$2.63M 0.01% 774

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

Wealth Enhancement Advisory Services's IBIT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Bitcoin Trust (IBIT) stake by 4.7% in Q2 2026, buying an estimated $451K and bringing the position to 246,379 shares worth $8.93M. The position accounts for 0.01% of the portfolio, ranked #725.

Wealth Enhancement Advisory Services first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $24.4M in Q3 2025. 1,474 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 246,379 shares of iShares Bitcoin Trust worth $8.93M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 11,078 iShares Bitcoin Trust shares in Q2 2026, an estimated $451K.
  • iShares Bitcoin Trust made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #725 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Wealth Enhancement Advisory Services's iShares Bitcoin Trust position peaked at $24.4M in Q3 2025.
  • 1,474 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.