Iams Wealth Management’s Blackrock BLK Stock Holding History

Iams Wealth Management’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 Q4	–	Sell	-225	Closed	-$262K	–	188
2025 Q3	$262K	Buy	+225	New	+$252K	0.11%	157

Other funds holding BLK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Iams Wealth Management's BLK Position: Q4 2025 in Review

Iams Wealth Management sold out of Blackrock (BLK) in Q4 2025, closing a stake of 225 shares — an estimated $262K sold.

Iams Wealth Management first reported a position in BLK in Q3 2025 and held it in 1 quarter. The position peaked at $262K in Q3 2025. 2,419 funds tracked by Wall St. Rank hold BLK as of Q4 2025.

Iams Wealth Management reported no remaining Blackrock position as of Q4 2025 after selling out during the quarter.
Iams Wealth Management sold 225 Blackrock shares in Q4 2025, an estimated $262K.
Iams Wealth Management first reported a position in Blackrock in Q3 2025 and held it in 1 quarter.
Iams Wealth Management's Blackrock position peaked at $262K in Q3 2025.
2,419 funds tracked by Wall St. Rank held Blackrock as of Q4 2025.

Based on Iams Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.