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IAG Wealth Partners’s Blackrock BLK Stock Holding History

IAG Wealth Partners’s Portfolio BLK Stock Details BLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-15
Closed -$15.7K – 519
2025
Q2 		$15.7K Hold
15
– – ﹤0.01% 301
2025
Q1 		$14.2K Sell
15
-10
-40% -$9.8K ﹤0.01% 300
2024
Q4 		$25.6K Buy
+25
New +$25.4K ﹤0.01% 259
2020
Q3 		– Sell
-2
Closed -$2K – 365
2020
Q2 		$2K Hold
2
– – ﹤0.01% 337
2020
Q1 		$1K Hold
2
– – ﹤0.01% 368
2019
Q4 		$2K Buy
+2
New +$949 ﹤0.01% 358

Other funds holding BLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IAG Wealth Partners's BLK Position: Q3 2025 in Review

IAG Wealth Partners sold out of Blackrock (BLK) in Q3 2025, closing a stake of 15 shares — an estimated $15.7K sold.

IAG Wealth Partners first reported a position in BLK in Q4 2019 and held it in 6 quarters. The position peaked at $25.6K in Q4 2024. 2,274 funds tracked by Wall St. Rank hold BLK as of Q3 2025.

  • IAG Wealth Partners reported no remaining Blackrock position as of Q3 2025 after selling out during the quarter.
  • IAG Wealth Partners sold 15 Blackrock shares in Q3 2025, an estimated $15.7K.
  • IAG Wealth Partners first reported a position in Blackrock in Q4 2019 and held it in 6 quarters.
  • IAG Wealth Partners's Blackrock position peaked at $25.6K in Q4 2024.
  • 2,274 funds tracked by Wall St. Rank held Blackrock as of Q3 2025.

Based on IAG Wealth Partners's 13F filing for Q3 2025, filed 12 Nov 2025.