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 |
|