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 		$105K Buy
+2,900
New +$118K ﹤0.01% 3783
2026
Q1 		– Sell
-216,000
Closed -$2.36M – 3733
2025
Q4 		$2.36M Buy
216,000
+3,500
+2% +$199K ﹤0.01% 1422
2025
Q3 		$3.15M Buy
+212,500
New +$13.8M ﹤0.01% 1185

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
FG
Franchise GP Grand Cayman $215M AUM
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

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. 360 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.
  • 360 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.