IWA
HRB icon

IBEX Wealth Advisors’s H&R Block HRB Stock Holding History

IBEX Wealth Advisors’s Portfolio HRB Stock Details HRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-104,731
Closed -$4.56M – 205
2025
Q4 		$4.56M Buy
104,731
+1,212
+1% +$56.7K 0.45% 71
2025
Q3 		$5.23M Sell
103,519
-97,806
-49% -$5.17M 0.5% 62
2025
Q2 		$11.1M Buy
201,325
+6,437
+3% +$372K 1.18% 21
2025
Q1 		$10.7M Buy
194,888
+1,280
+0.7% +$68.4K 1.42% 20
2024
Q4 		$10.2M Buy
+193,608
New +$11.4M 1.2% 20
2024
Q3 		– Sell
-188,637
Closed -$10.2M – 159
2024
Q2 		$10.2M Sell
188,637
-46,471
-20% -$2.31M 1.6% 13
2024
Q1 		$8.58M Buy
235,108
+234,891
+108,245% +$11.2M 2.33% 11
2023
Q4 		$10.5K Sell
217
-218,963
-100% -$9.76M 2.28% 8
2023
Q3 		$9.44M Buy
+219,180
New +$8.09M 2.4% 7
2023
Q1 		$8.32M Buy
235,994
+886
+0.4% +$32.8K 2.16% 11
2022
Q4 		$8.58M Sell
235,108
-5,898
-2% -$240K 1.94% 12
2022
Q3 		$10.3M Sell
241,006
-4,912
-2% -$208K 2.66% 3
2022
Q2 		$8.69M Buy
245,918
+12,032
+5% +$371K 2% 7
2022
Q1 		$6.09M Buy
233,886
+34,497
+17% +$837K 1.17% 28
2021
Q4 		$4.7M Buy
+199,389
New +$4.84M 0.83% 40

Other funds holding HRB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return