BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s iShares Blockchain and Tech ETF IBLC Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	$19.8K	Hold	412	–	–	﹤0.01%	1271
2026 Q1	$15.1K	Buy	412 +200	+94%	+$8.32K	﹤0.01%	1410
2025 Q4	$8.68K	Buy	212 +12	+6%	+$640	﹤0.01%	1666
2025 Q3	$11.1K	Buy	+200	New	+$8.99K	﹤0.01%	1527
2025 Q1	–	Sell	-400	Closed	-$13.7K	–	2294
2024 Q4	$13.7K	Buy	+400	New	+$14.7K	﹤0.01%	1327

Other funds holding IBLC

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

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

James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s IBLC Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held its iShares Blockchain and Tech ETF (IBLC) position steady in Q2 2026 at 412 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in IBLC in Q4 2024 and has held it in 5 quarters since. 36 funds tracked by Wall St. Rank hold IBLC as of Q2 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 412 shares of iShares Blockchain and Tech ETF worth $19.8K as of Q2 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. left its iShares Blockchain and Tech ETF share count unchanged in Q2 2026.
iShares Blockchain and Tech ETF made up ﹤0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #1271 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in iShares Blockchain and Tech ETF in Q4 2024 and has held it in 5 quarters since.
36 funds tracked by Wall St. Rank held iShares Blockchain and Tech ETF as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.