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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$235K Buy
+5,994
New +$235K 0.09% 163
2025
Q1
Sell
-6,084
Closed -$208K 175
2024
Q4
$208K Sell
6,084
-1,057
-15% -$36.1K 0.09% 157
2024
Q3
$211K Buy
7,141
+194
+3% +$5.73K 0.1% 158
2024
Q2
$220K Sell
6,947
-265
-4% -$8.41K 0.12% 138
2024
Q1
$226K Buy
7,212
+317
+5% +$9.95K 0.13% 125
2023
Q4
$201K Buy
+6,895
New +$201K 0.13% 117