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Independent Wealth Network’s Blackrock BLK Stock Holding History

Independent Wealth Network’s Portfolio BLK Stock Details BLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-244
Closed -$250K – 247
2024
Q4 		$250K Sell
244
-10
-4% -$10.1K 0.1% 193
2024
Q3 		$241K Sell
254
-5
-2% -$4.33K 0.11% 191
2024
Q2 		$204K Buy
259
+19
+8% +$14.8K 0.09% 203
2024
Q1 		$200K Sell
240
-25
-9% -$20.1K 0.09% 209
2023
Q4 		$215K Buy
+265
New +$185K 0.11% 193

Other funds holding BLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Independent Wealth Network's BLK Position: Q1 2025 in Review

Independent Wealth Network sold out of Blackrock (BLK) in Q1 2025, closing a stake of 244 shares — an estimated $250K sold.

Independent Wealth Network first reported a position in BLK in Q4 2023 and held it in 5 quarters. The position peaked at $250K in Q4 2024. 2,195 funds tracked by Wall St. Rank hold BLK as of Q1 2025.

  • Independent Wealth Network reported no remaining Blackrock position as of Q1 2025 after selling out during the quarter.
  • Independent Wealth Network sold 244 Blackrock shares in Q1 2025, an estimated $250K.
  • Independent Wealth Network first reported a position in Blackrock in Q4 2023 and held it in 5 quarters.
  • Independent Wealth Network's Blackrock position peaked at $250K in Q4 2024.
  • 2,195 funds tracked by Wall St. Rank held Blackrock as of Q1 2025.

Based on Independent Wealth Network's 13F filing for Q1 2025, filed 2 May 2025.