WA
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Waverly Advisors’s iShares Blockchain and Tech ETF IBLC Stock Holding History

Waverly Advisors’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
Q4 		– Sell
-3,900
Closed -$216K – 1500
2025
Q3 		$216K Buy
+3,900
New +$175K ﹤0.01% 1184

Other funds holding IBLC

FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Waverly Advisors's IBLC Position: Q4 2025 in Review

Waverly Advisors sold out of iShares Blockchain and Tech ETF (IBLC) in Q4 2025, closing a stake of 3,900 shares — an estimated $216K sold.

Waverly Advisors first reported a position in IBLC in Q3 2025 and held it in 1 quarter. The position peaked at $216K in Q3 2025. 39 funds tracked by Wall St. Rank hold IBLC as of Q4 2025.

  • Waverly Advisors reported no remaining iShares Blockchain and Tech ETF position as of Q4 2025 after selling out during the quarter.
  • Waverly Advisors sold 3,900 iShares Blockchain and Tech ETF shares in Q4 2025, an estimated $216K.
  • Waverly Advisors first reported a position in iShares Blockchain and Tech ETF in Q3 2025 and held it in 1 quarter.
  • Waverly Advisors's iShares Blockchain and Tech ETF position peaked at $216K in Q3 2025.
  • 39 funds tracked by Wall St. Rank held iShares Blockchain and Tech ETF as of Q4 2025.

Based on Waverly Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.