IAAG
XYZ

Innovative Asset Advisors Group’s Block Inc XYZ Stock Holding History

Innovative Asset Advisors Group’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
Closed -$241 – 1078
2026
Q1 		$241 Buy
+4
New +$243 ﹤0.01% 1010

Other funds holding XYZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Innovative Asset Advisors Group's XYZ Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Block Inc (XYZ) in Q2 2026, closing a stake of 4 shares — an estimated $241 sold.

Innovative Asset Advisors Group first reported a position in XYZ in Q1 2026 and held it in 1 quarter. The position peaked at $241 in Q1 2026. 1,012 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Block Inc position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 4 Block Inc shares in Q2 2026, an estimated $241.
  • Innovative Asset Advisors Group first reported a position in Block Inc in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Block Inc position peaked at $241 in Q1 2026.
  • 1,012 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.