WMG Financial Advisors’s iShares Blockchain and Tech ETF IBLC Stock Holding History

WMG Financial 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	-6,083	Closed	-$337K	–	150
2025 Q3	$337K	Buy	6,083 +89	+1%	+$4K	0.11%	126
2025 Q2	$235K	Buy	+5,994	New	+$182K	0.09%	163
2025 Q1	–	Sell	-6,084	Closed	-$208K	–	175
2024 Q4	$208K	Sell	6,084 -1,057	-15%	-$38.8K	0.09%	157
2024 Q3	$211K	Buy	7,141 +194	+3%	+$5.86K	0.1%	158
2024 Q2	$220K	Sell	6,947 -265	-4%	-$7.54K	0.12%	138
2024 Q1	$226K	Buy	7,212 +317	+5%	+$8.66K	0.13%	125
2023 Q4	$201K	Buy	+6,895	New	+$139K	0.13%	117

Other funds holding IBLC

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

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

WMG Financial Advisors's IBLC Position: Q4 2025 in Review

WMG Financial Advisors sold out of iShares Blockchain and Tech ETF (IBLC) in Q4 2025, closing a stake of 6,083 shares — an estimated $337K sold.

WMG Financial Advisors first reported a position in IBLC in Q4 2023 and held it in 7 quarters. The position peaked at $337K in Q3 2025. 39 funds tracked by Wall St. Rank hold IBLC as of Q4 2025.

WMG Financial Advisors reported no remaining iShares Blockchain and Tech ETF position as of Q4 2025 after selling out during the quarter.
WMG Financial Advisors sold 6,083 iShares Blockchain and Tech ETF shares in Q4 2025, an estimated $337K.
WMG Financial Advisors first reported a position in iShares Blockchain and Tech ETF in Q4 2023 and held it in 7 quarters.
WMG Financial Advisors's iShares Blockchain and Tech ETF position peaked at $337K in Q3 2025.
39 funds tracked by Wall St. Rank held iShares Blockchain and Tech ETF as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.