Independent Wealth Network’s Block Inc XYZ Stock Holding History

Independent Wealth Network’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	–	Sell	-4,065	Closed	-$245K	–	362
2026 Q1	$245K	Buy	4,065 +439	+12%	+$26.7K	0.07%	243
2025 Q4	$236K	Buy	3,626 +10	+0.3%	+$690	0.07%	240
2025 Q3	$261K	Sell	3,616 -306	-8%	-$22.9K	0.08%	229
2025 Q2	$266K	Buy	+3,922	New	+$228K	0.1%	208
2025 Q1	–	Sell	-2,862	Closed	-$243K	–	254
2024 Q4	$243K	Buy	+2,862	New	+$235K	0.1%	197
2024 Q2	–	Sell	-2,612	Closed	-$221K	–	233
2024 Q1	$221K	Sell	2,612 -123	-4%	-$8.9K	0.1%	195
2023 Q4	$212K	Buy	+2,735	New	+$155K	0.11%	195

Other funds holding XYZ

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

BCM

Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Independent Wealth Network's XYZ Position: Q2 2026 in Review

Independent Wealth Network sold out of Block Inc (XYZ) in Q2 2026, closing a stake of 4,065 shares — an estimated $245K sold.

Independent Wealth Network first reported a position in XYZ in Q4 2023 and held it in 7 quarters. The position peaked at $266K in Q2 2025. 197 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Independent Wealth Network reported no remaining Block Inc position as of Q2 2026 after selling out during the quarter.
Independent Wealth Network sold 4,065 Block Inc shares in Q2 2026, an estimated $245K.
Independent Wealth Network first reported a position in Block Inc in Q4 2023 and held it in 7 quarters.
Independent Wealth Network's Block Inc position peaked at $266K in Q2 2025.
197 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.