IWM
XYZ

IHT Wealth Management’s Block Inc XYZ Stock Holding History

IHT Wealth Management’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
Q1 		– Sell
-3,649
Closed -$237K – 1344
2025
Q4 		$237K Sell
3,649
-46
-1% -$3.17K 0.01% 1056
2025
Q3 		$267K Sell
3,695
-34
-0.9% -$2.54K 0.01% 987
2025
Q2 		$253K Sell
3,729
-1,420
-28% -$82.6K 0.01% 967
2025
Q1 		$280K Sell
5,149
-169
-3% -$12.6K 0.01% 886
2024
Q4 		$452K Sell
5,318
-491
-8% -$40.3K 0.01% 716
2024
Q3 		$390K Sell
5,809
-3,343
-37% -$216K 0.01% 804
2024
Q2 		$590K Buy
9,152
+248
+3% +$17.3K 0.02% 582
2024
Q1 		$753K Buy
8,904
+2,894
+48% +$209K 0.03% 504
2023
Q4 		$465K Sell
6,010
-1,544
-20% -$87.3K 0.02% 625
2023
Q3 		$334K Buy
7,554
+279
+4% +$17.3K 0.02% 685
2023
Q2 		$484K Sell
7,275
-208
-3% -$13K 0.03% 552
2023
Q1 		$514K Buy
7,483
+515
+7% +$38.5K 0.03% 489
2022
Q4 		$438K Sell
6,968
-426
-6% -$26.3K 0.03% 529
2022
Q3 		$407K Buy
7,394
+675
+10% +$47.8K 0.03% 518
2022
Q2 		$413K Buy
6,719
+53
+0.8% +$4.84K 0.04% 438
2022
Q1 		$904K Sell
6,666
-140
-2% -$16.9K 0.07% 274
2021
Q4 		$1.1M Sell
6,806
-345
-5% -$74.8K 0.08% 238
2021
Q3 		$1.72M Buy
7,151
+2,932
+69% +$753K 0.14% 147
2021
Q2 		$1.03M Buy
4,219
+277
+7% +$64.2K 0.07% 313
2021
Q1 		$895K Buy
3,942
+1,188
+43% +$278K 0.06% 291
2020
Q4 		$599K Buy
2,754
+1,129
+69% +$220K 0.05% 352
2020
Q3 		$264K Buy
+1,625
New +$229K 0.03% 520
2020
Q1 		– Sell
-4,518
Closed -$283K – 660
2019
Q4 		$283K Sell
4,518
-786
-15% -$50.2K 0.03% 463
2019
Q3 		$329K Buy
+5,304
New +$360K 0.04% 401
2018
Q2 		– Sell
-685
Closed -$33K – 1414
2018
Q1 		$33K Hold
685
– – 0.01% 816
2017
Q4 		$28K Buy
+685
New +$25.1K 0.01% 889

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IHT Wealth Management's XYZ Position: Q1 2026 in Review

IHT Wealth Management sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 3,649 shares — an estimated $237K sold.

IHT Wealth Management first reported a position in XYZ in Q4 2017 and held it in 26 quarters. The position peaked at $1.72M in Q3 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • IHT Wealth Management reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • IHT Wealth Management sold 3,649 Block Inc shares in Q1 2026, an estimated $237K.
  • IHT Wealth Management first reported a position in Block Inc in Q4 2017 and held it in 26 quarters.
  • IHT Wealth Management's Block Inc position peaked at $1.72M in Q3 2021.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.