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Wealthspire Advisors (New York)’s iShares Blockchain and Tech ETF IBLC Stock Holding History

Wealthspire Advisors (New York)’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 		$211K Buy
+4,389
New +$213K ﹤0.01% 1150
2025
Q4 		– Sell
-2,048
Closed -$113K – 1885
2025
Q3 		$113K Buy
+2,048
New +$92.1K ﹤0.01% 976

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
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Wealthspire Advisors (New York)'s IBLC Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in iShares Blockchain and Tech ETF (IBLC) in Q2 2026: 4,389 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #1150 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in IBLC as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in IBLC in Q3 2025 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold IBLC as of Q2 2026.

  • Wealthspire Advisors (New York) held 4,389 shares of iShares Blockchain and Tech ETF worth $211K as of Q2 2026.
  • iShares Blockchain and Tech ETF was a new Wealthspire Advisors (New York) position in Q2 2026.
  • iShares Blockchain and Tech ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1150 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares Blockchain and Tech ETF in Q3 2025 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 Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.