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 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IAG Wealth Partners's XYZ Position: Q1 2026 in Review

IAG Wealth Partners held its Block Inc (XYZ) position steady in Q1 2026 at 200 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

IAG Wealth Partners first reported a position in XYZ in Q1 2022 and has held it in 17 quarters since. The position peaked at $27.5K in Q1 2023. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

IAG Wealth Partners held 200 shares of Block Inc worth $12K as of Q1 2026.
IAG Wealth Partners left its Block Inc share count unchanged in Q1 2026.
Block Inc made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #360 holding.
IAG Wealth Partners first reported a position in Block Inc in Q1 2022 and has held it in 17 quarters since.
IAG Wealth Partners's Block Inc position peaked at $27.5K in Q1 2023.
986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.