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James Investment Research’s iShares Blockchain and Tech ETF IBLC Stock Holding History

James Investment Research’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 		$644K Buy
13,375
+1,787
+15% +$86.8K 0.07% 236
2026
Q1 		$423K Buy
+11,588
New +$482K 0.05% 265

Other funds holding IBLC

FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SPIA
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
WWA
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
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

James Investment Research's IBLC Position: Q2 2026 in Review

James Investment Research increased its iShares Blockchain and Tech ETF (IBLC) stake by 15% in Q2 2026, buying an estimated $86.8K and bringing the position to 13,375 shares worth $644K. The position accounts for 0.07% of the portfolio, ranked #236.

James Investment Research first reported a position in IBLC in Q1 2026 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold IBLC as of Q2 2026.

  • James Investment Research held 13,375 shares of iShares Blockchain and Tech ETF worth $644K as of Q2 2026.
  • James Investment Research bought 1,787 iShares Blockchain and Tech ETF shares in Q2 2026, an estimated $86.8K.
  • iShares Blockchain and Tech ETF made up 0.07% of James Investment Research's portfolio in Q2 2026, its #236 holding.
  • James Investment Research first reported a position in iShares Blockchain and Tech ETF in Q1 2026 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held iShares Blockchain and Tech ETF as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.