IAG Wealth Partners’s Block Inc XYZ Stock Holding History

IAG Wealth Partners’s Portfolio XYZ Stock Details XYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-200	Closed	-$15.2K	–	553
2026 Q2	$15.2K	Hold	200	–	–	﹤0.01%	341
2026 Q1	$12K	Hold	200	–	–	﹤0.01%	360
2025 Q4	$13K	Hold	200	–	–	﹤0.01%	334
2025 Q3	$14.5K	Hold	200	–	–	﹤0.01%	342
2025 Q2	$13.6K	Hold	200	–	–	﹤0.01%	315
2025 Q1	$10.9K	Hold	200	–	–	﹤0.01%	330
2024 Q4	$17K	Hold	200	–	–	﹤0.01%	296
2024 Q3	$13.4K	Hold	200	–	–	﹤0.01%	312
2024 Q2	$12.9K	Hold	200	–	–	﹤0.01%	308
2024 Q1	$16.9K	Hold	200	–	–	﹤0.01%	258
2023 Q4	$15.5K	Hold	200	–	–	﹤0.01%	261
2023 Q3	$8.85K	Hold	200	–	–	﹤0.01%	310
2023 Q2	$13.3K	Sell	200 -200	-50%	-$12.5K	﹤0.01%	277
2023 Q1	$27.5K	Buy	400 +200	+100%	+$15K	0.01%	191
2022 Q4	$12.6K	Hold	200	–	–	﹤0.01%	261
2022 Q3	$11K	Hold	200	–	–	﹤0.01%	271
2022 Q2	$12K	Buy	200 +100	+100%	+$9.14K	﹤0.01%	263
2022 Q1	$14K	Buy	+100	New	+$12.1K	﹤0.01%	263

Other funds holding XYZ

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $24.8B AUM 30.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

IAG Wealth Partners's XYZ Position: Q3 2026 in Review

IAG Wealth Partners sold out of Block Inc (XYZ) in Q3 2026, closing a stake of 200 shares — an estimated $15.2K sold.

IAG Wealth Partners first reported a position in XYZ in Q1 2022 and held it in 18 quarters. The position peaked at $27.5K in Q1 2023. 888 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

IAG Wealth Partners reported no remaining Block Inc position as of Q3 2026 after selling out during the quarter.
IAG Wealth Partners sold 200 Block Inc shares in Q3 2026, an estimated $15.2K.
IAG Wealth Partners first reported a position in Block Inc in Q1 2022 and held it in 18 quarters.
IAG Wealth Partners's Block Inc position peaked at $27.5K in Q1 2023.
888 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.