Independent Advisor Alliance’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.13M | Sell |
4,290
-129
| -3% | -$136K | 0.04% | 361 |
|
|
2025
Q4 | $4.73M | Buy |
4,419
+830
| +23% | +$907K | 0.11% | 140 |
|
|
2025
Q3 | $4.19M | Buy |
3,589
+135
| +4% | +$151K | 0.11% | 165 |
|
|
2025
Q2 | $3.62M | Sell |
3,454
-165
| -5% | -$156K | 0.1% | 173 |
|
|
2025
Q1 | $3.43M | Buy |
3,619
+136
| +4% | +$133K | 0.11% | 165 |
|
|
2024
Q4 | $3.57M | Buy |
3,483
+764
| +28% | +$775K | 0.05% | 348 |
|
|
2024
Q3 | $2.58M | Sell |
2,719
-905
| -25% | -$783K | 0.09% | 184 |
|
|
2024
Q2 | $2.85M | Buy |
3,624
+140
| +4% | +$109K | 0.1% | 170 |
|
|
2024
Q1 | $2.9M | Sell |
3,484
-81
| -2% | -$65.1K | 0.1% | 171 |
|
|
2023
Q4 | $2.89M | Buy |
3,565
+43
| +1% | +$30K | 0.1% | 163 |
|
|
2023
Q3 | $2.28M | Buy |
3,522
+116
| +3% | +$81K | 0.1% | 181 |
|
|
2023
Q2 | $2.35M | Sell |
3,406
-150
| -4% | -$100K | 0.1% | 174 |
|
|
2023
Q1 | $2.38M | Buy |
3,556
+64
| +2% | +$45.1K | 0.11% | 169 |
|
|
2022
Q4 | $351K | Sell |
3,492
-269
| -7% | -$180K | 0.12% | 101 |
|
|
2022
Q3 | $2.07M | Buy |
3,761
+797
| +27% | +$522K | 0.12% | 163 |
|
|
2022
Q2 | $1.8M | Buy |
2,964
+609
| +26% | +$397K | 0.1% | 177 |
|
|
2022
Q1 | $1.8M | Buy |
2,355
+1,183
| +101% | +$924K | 0.09% | 200 |
|
|
2021
Q4 | $1.07M | Buy |
1,172
+59
| +5% | +$53.8K | 0.05% | 268 |
|
|
2021
Q3 | $933K | Buy |
1,113
+13
| +1% | +$11.6K | 0.05% | 281 |
|
|
2021
Q2 | $963K | Sell |
1,100
-380
| -26% | -$321K | 0.05% | 286 |
|
|
2021
Q1 | $1.12M | Sell |
1,480
-165
| -10% | -$120K | 0.07% | 238 |
|
|
2020
Q4 | $1.19M | Buy |
1,645
+181
| +12% | +$120K | 0.08% | 189 |
|
|
2020
Q3 | $825K | Sell |
1,464
-12
| -0.8% | -$6.85K | 0.06% | 216 |
|
|
2020
Q2 | $803K | Sell |
1,476
-307
| -17% | -$155K | 0.09% | 191 |
|
|
2020
Q1 | $784K | Buy |
1,783
+222
| +14% | +$109K | 0.11% | 150 |
|
|
2019
Q4 | $785K | Sell |
1,561
-304
| -16% | -$144K | 0.03% | 432 |
|
|
2019
Q3 | $831K | Buy |
1,865
+536
| +40% | +$239K | 0.1% | 178 |
|
|
2019
Q2 | $623K | Buy |
1,329
+486
| +58% | +$220K | 0.09% | 193 |
|
|
2019
Q1 | $360K | Sell |
843
-384
| -31% | -$161K | 0.05% | 277 |
|
|
2018
Q4 | $482K | Buy |
1,227
+407
| +50% | +$167K | 0.09% | 202 |
|
|
2018
Q3 | $331K | Buy |
820
+188
| +30% | +$91.4K | 0.06% | 251 |
|
|
2018
Q2 | $265K | Buy |
+632
| New | +$334K | 0.06% | 265 |
|
|
2017
Q2 | – | Sell |
-698
| Closed | -$266K | – | 251 |
|
|
2017
Q1 | $266K | Buy |
+698
| New | +$267K | 0.04% | 326 |
|
Other funds holding BLK
VCM
VPM
Independent Advisor Alliance's BLK Position: Q1 2026 in Review
Independent Advisor Alliance reduced its Blackrock (BLK) stake by 2.9% in Q1 2026, selling an estimated $136K and leaving 4,290 shares worth $4.13M. The position accounts for 0.04% of the portfolio, ranked #361.
Independent Advisor Alliance first reported a position in BLK in Q1 2017 and has held it in 33 quarters since. The position peaked at $4.73M in Q4 2025. 2,319 funds tracked by Wall St. Rank hold BLK as of Q1 2026.
- Independent Advisor Alliance held 4,290 shares of Blackrock worth $4.13M as of Q1 2026.
- Independent Advisor Alliance sold 129 Blackrock shares in Q1 2026, an estimated $136K.
- Blackrock made up 0.04% of Independent Advisor Alliance's portfolio in Q1 2026, its #361 holding.
- Independent Advisor Alliance first reported a position in Blackrock in Q1 2017 and has held it in 33 quarters since.
- Independent Advisor Alliance's Blackrock position peaked at $4.73M in Q4 2025.
- 2,319 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.
Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.