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BFC Planning, Inc.’s iShares Blockchain and Tech ETF IBLC Stock Holding History

BFC Planning, Inc.’s Portfolio IBLC Stock Details IBLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.8K Hold
412
– – ﹤0.01% 2024
2026
Q1 		$15.1K Buy
412
+200
+94% +$8.32K ﹤0.01% 1843
2025
Q4 		$8.68K Buy
212
+12
+6% +$640 ﹤0.01% 2126
2025
Q3 		$11.1K Buy
+200
New +$8.99K ﹤0.01% 1866
2025
Q1 		– Sell
-400
Closed -$13.7K – 2699
2024
Q4 		$13.7K Buy
+400
New +$14.7K ﹤0.01% 1629

Other funds holding IBLC

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Financial Engines Advisors
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Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WCG Wealth Advisors
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
James Investment Research
James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

BFC Planning, Inc.'s IBLC Position: Q2 2026 in Review

BFC Planning, Inc. held its iShares Blockchain and Tech ETF (IBLC) position steady in Q2 2026 at 412 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2024.

BFC Planning, Inc. first reported a position in IBLC in Q4 2024 and has held it in 5 quarters since. 36 funds tracked by Wall St. Rank hold IBLC as of Q2 2026.

  • BFC Planning, Inc. held 412 shares of iShares Blockchain and Tech ETF worth $19.8K as of Q2 2026.
  • BFC Planning, Inc. left its iShares Blockchain and Tech ETF share count unchanged in Q2 2026.
  • iShares Blockchain and Tech ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2024 holding.
  • BFC Planning, Inc. first reported a position in iShares Blockchain and Tech ETF in Q4 2024 and has held it in 5 quarters since.
  • 36 funds tracked by Wall St. Rank held iShares Blockchain and Tech ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.