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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

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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. 337 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.
  • 337 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.