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 Q3	$14.9M	Buy	321,471 +75,092	+30%	+$3.03M	0.02%	587
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

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return

Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return

Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

Wealth Enhancement Advisory Services's IBIT Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Bitcoin Trust (IBIT) stake by 30% in Q3 2026, buying an estimated $3.03M and bringing the position to 321,471 shares worth $14.9M. The position accounts for 0.02% of the portfolio, ranked #587.

Wealth Enhancement Advisory Services first reported a position in IBIT in Q1 2024 and has held it in 11 quarters since. The position peaked at $24.4M in Q3 2025. 643 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Wealth Enhancement Advisory Services held 321,471 shares of iShares Bitcoin Trust worth $14.9M as of Q3 2026.
Wealth Enhancement Advisory Services bought 75,092 iShares Bitcoin Trust shares in Q3 2026, an estimated $3.03M.
iShares Bitcoin Trust made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #587 holding.
Wealth Enhancement Advisory Services first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
Wealth Enhancement Advisory Services's iShares Bitcoin Trust position peaked at $24.4M in Q3 2025.
643 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.