IWA
BLK icon

Icon Wealth Advisors’s Blackrock BLK Stock Holding History

Icon Wealth Advisors’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
2026
Q1 		$2.15M Sell
2,072
-664
-24% -$699K 0.14% 102
2025
Q4 		$2.94M Buy
2,736
+275
+11% +$301K 0.2% 80
2025
Q3 		$2.87M Sell
2,461
-142
-5% -$159K 0.19% 80
2025
Q2 		$2.73M Buy
2,603
+806
+45% +$762K 0.19% 86
2025
Q1 		$1.7M Buy
1,797
+20
+1% +$19.6K 0.14% 115
2024
Q4 		$1.82M Buy
1,777
+55
+3% +$55.8K 0.15% 104
2024
Q3 		$1.64M Buy
1,722
+65
+4% +$56.3K 0.14% 107
2024
Q2 		$1.45M Buy
1,657
+539
+48% +$421K 0.13% 118
2024
Q1 		$932K Buy
1,118
+666
+147% +$535K 0.09% 143
2023
Q4 		$367K Buy
+452
New +$316K 0.04% 238
2022
Q4 		$5.3M Buy
7,477
+19
+0.3% +$12.7K 0.61% 41
2022
Q3 		$4.1M Buy
+7,458
New +$4.88M 0.5% 49

Other funds holding BLK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Icon Wealth Advisors's BLK Position: Q1 2026 in Review

Icon Wealth Advisors reduced its Blackrock (BLK) stake by 24% in Q1 2026, selling an estimated $699K and leaving 2,072 shares worth $2.15M. The position accounts for 0.14% of the portfolio, ranked #102.

Icon Wealth Advisors first reported a position in BLK in Q3 2022 and has held it in 12 quarters since. The position peaked at $5.3M in Q4 2022. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Icon Wealth Advisors held 2,072 shares of Blackrock worth $2.15M as of Q1 2026.
  • Icon Wealth Advisors sold 664 Blackrock shares in Q1 2026, an estimated $699K.
  • Blackrock made up 0.14% of Icon Wealth Advisors's portfolio in Q1 2026, its #102 holding.
  • Icon Wealth Advisors first reported a position in Blackrock in Q3 2022 and has held it in 12 quarters since.
  • Icon Wealth Advisors's Blackrock position peaked at $5.3M in Q4 2022.
  • 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.