Icon Wealth Advisors’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.73M Buy
2,603
+806
+45% +$846K 0.19% 86
2025
Q1
$1.7M Buy
1,797
+20
+1% +$18.9K 0.14% 115
2024
Q4
$1.82M Buy
1,777
+55
+3% +$56.4K 0.15% 104
2024
Q3
$1.64M Buy
1,722
+65
+4% +$61.7K 0.14% 107
2024
Q2
$1.45M Buy
1,657
+539
+48% +$472K 0.13% 118
2024
Q1
$932K Buy
1,118
+666
+147% +$555K 0.09% 143
2023
Q4
$367K Buy
+452
New +$367K 0.04% 238
2022
Q4
$5.3M Buy
7,477
+19
+0.3% +$13.5K 0.61% 41
2022
Q3
$4.1M Buy
+7,458
New +$4.1M 0.5% 49