WESPAC Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

WESPAC Advisors’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	$643K	Buy	+13,589	New	+$548K	0.33%	96

Other funds holding IBIT

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

WESPAC Advisors's IBIT Position: Q3 2026 in Review

WESPAC Advisors opened a new position in iShares Bitcoin Trust (IBIT) in Q3 2026: 13,589 shares worth $643K. The stake represents 0.33% of the portfolio and ranks #96 among its holdings.

552 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

WESPAC Advisors held 13,589 shares of iShares Bitcoin Trust worth $643K as of Q3 2026.
iShares Bitcoin Trust was a new WESPAC Advisors position in Q3 2026.
iShares Bitcoin Trust made up 0.33% of WESPAC Advisors's portfolio in Q3 2026, its #96 holding.
552 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on WESPAC Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.