HWM
IBLC icon

HighMark Wealth Management’s iShares Blockchain and Tech ETF IBLC Stock Holding History

HighMark Wealth Management’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
2025
Q3 		– Sell
-4
Closed -$157 – 640
2025
Q2 		$157 Hold
4
– – ﹤0.01% 596
2025
Q1 		$99 Hold
4
– – ﹤0.01% 561
2024
Q4 		$137 Hold
4
– – ﹤0.01% 556
2024
Q3 		$118 Buy
+4
New +$121 ﹤0.01% 579

Other funds holding IBLC

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
FWP
Forefront Wealth Partners Austin, Texas $239M AUM 16.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HighMark Wealth Management's IBLC Position: Q3 2025 in Review

HighMark Wealth Management sold out of iShares Blockchain and Tech ETF (IBLC) in Q3 2025, closing a stake of 4 shares — an estimated $157 sold.

HighMark Wealth Management first reported a position in IBLC in Q3 2024 and held it in 4 quarters. The position peaked at $157 in Q2 2025. 33 funds tracked by Wall St. Rank hold IBLC as of Q3 2025.

  • HighMark Wealth Management reported no remaining iShares Blockchain and Tech ETF position as of Q3 2025 after selling out during the quarter.
  • HighMark Wealth Management sold 4 iShares Blockchain and Tech ETF shares in Q3 2025, an estimated $157.
  • HighMark Wealth Management first reported a position in iShares Blockchain and Tech ETF in Q3 2024 and held it in 4 quarters.
  • HighMark Wealth Management's iShares Blockchain and Tech ETF position peaked at $157 in Q2 2025.
  • 33 funds tracked by Wall St. Rank held iShares Blockchain and Tech ETF as of Q3 2025.

Based on HighMark Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.