IWM
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IHT Wealth Management’s H&R Block HRB Stock Holding History

IHT Wealth Management’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
Q2 		– Sell
-7,393
Closed -$235K – 1301
2026
Q1 		$235K Buy
7,393
+1,069
+17% +$37.3K 0.01% 1119
2025
Q4 		$276K Sell
6,324
-171
-3% -$7.99K 0.01% 992
2025
Q3 		$328K Buy
6,495
+611
+10% +$32.3K 0.01% 894
2025
Q2 		$323K Buy
5,884
+111
+2% +$6.41K 0.01% 853
2025
Q1 		$317K Buy
5,773
+35
+0.6% +$1.87K 0.01% 838
2024
Q4 		$303K Buy
5,738
+152
+3% +$8.93K 0.01% 850
2024
Q3 		$355K Buy
5,586
+288
+5% +$17.2K 0.01% 846
2024
Q2 		$287K Buy
5,298
+9
+0.2% +$448 0.01% 812
2024
Q1 		$260K Sell
5,289
-203
-4% -$9.64K 0.01% 848
2023
Q4 		$266K Buy
+5,492
New +$245K 0.01% 812

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IHT Wealth Management's HRB Position: Q2 2026 in Review

IHT Wealth Management sold out of H&R Block (HRB) in Q2 2026, closing a stake of 7,393 shares — an estimated $235K sold.

IHT Wealth Management first reported a position in HRB in Q4 2023 and held it in 10 quarters. The position peaked at $355K in Q3 2024. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • IHT Wealth Management reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
  • IHT Wealth Management sold 7,393 H&R Block shares in Q2 2026, an estimated $235K.
  • IHT Wealth Management first reported a position in H&R Block in Q4 2023 and held it in 10 quarters.
  • IHT Wealth Management's H&R Block position peaked at $355K in Q3 2024.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.