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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

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

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. 1,474 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.
  • 1,474 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.