IFG Advisory’s Block Inc XYZ Stock Holding History

IFG Advisory’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 Q2	$20.4K	Buy	+268	New	+$18.8K	﹤0.01%	1635
2024 Q1	–	Sell	-2,749	Closed	-$213K	–	599
2023 Q4	$213K	Buy	+2,749	New	+$155K	0.02%	545
2023 Q2	–	Sell	-3,468	Closed	-$238K	–	515
2023 Q1	$238K	Buy	+3,468	New	+$260K	0.02%	458
2022 Q2	–	Sell	-3,071	Closed	-$416K	–	534
2022 Q1	$416K	Buy	3,071 +735	+31%	+$89K	0.04%	334
2021 Q4	$377K	Buy	2,336 +793	+51%	+$172K	0.04%	360
2021 Q3	$370K	Buy	1,543 +293	+23%	+$75.3K	0.04%	354
2021 Q2	$304K	Buy	1,250 +45	+4%	+$10.4K	0.03%	385
2021 Q1	$273K	Sell	1,205 -48	-4%	-$11.2K	0.03%	410
2020 Q4	$272K	Buy	+1,253	New	+$244K	0.04%	371
2018 Q4	–	Sell	-5,440	Closed	-$538K	–	371
2018 Q3	$538K	Buy	+5,440	New	+$420K	0.1%	193

Other funds holding XYZ

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

IFG Advisory's XYZ Position: Q2 2026 in Review

IFG Advisory opened a new position in Block Inc (XYZ) in Q2 2026: 268 shares worth $20.4K. The stake represents ﹤0.01% of the portfolio and ranks #1635 among its holdings. This is a return to the name: IFG Advisory previously reported a position in XYZ as recently as Q4 2023.

IFG Advisory first reported a position in XYZ in Q3 2018 and has held it in 10 quarters since. The position peaked at $538K in Q3 2018. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

IFG Advisory held 268 shares of Block Inc worth $20.4K as of Q2 2026.
Block Inc was a new IFG Advisory position in Q2 2026.
Block Inc made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1635 holding.
IFG Advisory first reported a position in Block Inc in Q3 2018 and has held it in 10 quarters since.
IFG Advisory's Block Inc position peaked at $538K in Q3 2018.
1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.