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Wealthcare Advisory Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Wealthcare Advisory Partners’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 		$1.94M Sell
58,131
-31,358
-35% -$1.28M 0.04% 372
2026
Q1 		$3.44M Buy
89,489
+10,116
+13% +$438K 0.07% 252
2025
Q4 		$3.94M Buy
79,373
+17,718
+29% +$1.01M 0.08% 213
2025
Q3 		$4.01M Buy
61,655
+5,592
+10% +$364K 0.08% 199
2025
Q2 		$3.43M Buy
56,063
+22,381
+66% +$1.25M 0.08% 210
2025
Q1 		$1.58M Buy
33,682
+24,576
+270% +$1.3M 0.04% 344
2024
Q4 		$483K Buy
+9,106
New +$430K 0.01% 574

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

Wealthcare Advisory Partners's IBIT Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its iShares Bitcoin Trust (IBIT) stake by 35% in Q2 2026, selling an estimated $1.28M and leaving 58,131 shares worth $1.94M. The position accounts for 0.04% of the portfolio, ranked #372.

Wealthcare Advisory Partners first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.01M in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Wealthcare Advisory Partners held 58,131 shares of iShares Bitcoin Trust worth $1.94M as of Q2 2026.
  • Wealthcare Advisory Partners sold 31,358 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.28M.
  • iShares Bitcoin Trust made up 0.04% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #372 holding.
  • Wealthcare Advisory Partners first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Wealthcare Advisory Partners's iShares Bitcoin Trust position peaked at $4.01M in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.