WCG Wealth Advisors’s iShares Blockchain and Tech ETF IBLC Stock Holding History

WCG Wealth 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
2026 Q2	$1.04M	Sell	21,620 -84	-0.4%	-$4.08K	0.02%	403
2026 Q1	$793K	Sell	21,704 -1,920	-8%	-$79.9K	0.02%	406
2025 Q4	$966K	Sell	23,624 -273	-1%	-$14.6K	0.03%	364
2025 Q3	$1.32M	Buy	23,897 +1,199	+5%	+$53.9K	0.08%	200
2025 Q2	$891K	Sell	22,698 -1,185	-5%	-$36K	0.06%	239
2025 Q1	$590K	Buy	23,883 +8,414	+54%	+$275K	0.04%	231
2024 Q4	$529K	Buy	15,469 +346	+2%	+$12.7K	0.04%	254
2024 Q3	$447K	Buy	15,123 +63	+0.4%	+$1.9K	0.03%	280
2024 Q2	$478K	Buy	15,060 +455	+3%	+$12.9K	0.04%	243
2024 Q1	$458K	Buy	14,605 +1,076	+8%	+$29.4K	0.04%	226
2023 Q4	$395K	Sell	13,529 -1,147	-8%	-$23.1K	0.03%	265
2023 Q3	$237K	Buy	+14,676	New	+$291K	0.02%	275

Other funds holding IBLC

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

WCG Wealth Advisors's IBLC Position: Q2 2026 in Review

WCG Wealth Advisors reduced its iShares Blockchain and Tech ETF (IBLC) stake by 0.39% in Q2 2026, selling an estimated $4.08K and leaving 21,620 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #403.

WCG Wealth Advisors first reported a position in IBLC in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.32M in Q3 2025. 33 funds tracked by Wall St. Rank hold IBLC as of Q2 2026.

WCG Wealth Advisors held 21,620 shares of iShares Blockchain and Tech ETF worth $1.04M as of Q2 2026.
WCG Wealth Advisors sold 84 iShares Blockchain and Tech ETF shares in Q2 2026, an estimated $4.08K.
iShares Blockchain and Tech ETF made up 0.02% of WCG Wealth Advisors's portfolio in Q2 2026, its #403 holding.
WCG Wealth Advisors first reported a position in iShares Blockchain and Tech ETF in Q3 2023 and has held it in 12 quarters since.
WCG Wealth Advisors's iShares Blockchain and Tech ETF position peaked at $1.32M in Q3 2025.
33 funds tracked by Wall St. Rank held iShares Blockchain and Tech ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.