West Financial Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

West Financial 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 Q2	$626K	Buy	18,800 +1,507	+9%	+$61.3K	0.1%	42
2026 Q1	$664K	Buy	17,293 +291	+2%	+$12.6K	0.11%	39
2025 Q4	$844K	Buy	17,002 +2,877	+20%	+$163K	0.14%	35
2025 Q3	$918K	Buy	14,125 +12,897	+1,050%	+$839K	0.15%	34
2025 Q2	$75.2K	Hold	1,228	–	–	0.01%	87
2025 Q1	$57.5K	Hold	1,228	–	–	0.01%	94
2024 Q4	$65.1K	Buy	1,228 +118	+11%	+$5.57K	0.01%	90
2024 Q3	$40.1K	Buy	+1,110	New	+$38.5K	0.01%	97

Other funds holding IBIT

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

PBCay One Dubai, United Arab Emirates $1.74B AUM

West Financial Advisors's IBIT Position: Q2 2026 in Review

West Financial Advisors increased its iShares Bitcoin Trust (IBIT) stake by 8.7% in Q2 2026, buying an estimated $61.3K and bringing the position to 18,800 shares worth $626K. The position accounts for 0.1% of the portfolio, ranked #42.

West Financial Advisors first reported a position in IBIT in Q3 2024 and has held it in 8 quarters since. The position peaked at $918K in Q3 2025. 567 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

West Financial Advisors held 18,800 shares of iShares Bitcoin Trust worth $626K as of Q2 2026.
West Financial Advisors bought 1,507 iShares Bitcoin Trust shares in Q2 2026, an estimated $61.3K.
iShares Bitcoin Trust made up 0.1% of West Financial Advisors's portfolio in Q2 2026, its #42 holding.
West Financial Advisors first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 8 quarters since.
West Financial Advisors's iShares Bitcoin Trust position peaked at $918K in Q3 2025.
567 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.