IFWM
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Institute for Wealth Management’s Blackrock BLK Stock Holding History

Institute for Wealth Management’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
2026
Q2 		$331K Hold
344
– – 0.03% 409
2026
Q1 		$331K Hold
344
– – 0.04% 404
2025
Q4 		$368K Buy
344
+31
+10% +$33.9K 0.04% 383
2025
Q3 		$365K Buy
313
+4
+1% +$4.47K 0.04% 399
2025
Q2 		$324K Hold
309
– – 0.04% 412
2025
Q1 		$292K Buy
+309
New +$303K 0.04% 418
2024
Q4 		– Sell
-327
Closed -$310K – 516
2024
Q3 		$310K Sell
327
-8
-2% -$6.92K 0.04% 410
2024
Q2 		$264K Sell
335
-5
-1% -$3.9K 0.04% 413
2024
Q1 		$283K Sell
340
-31
-8% -$24.9K 0.04% 405
2023
Q4 		$301K Hold
371
– – 0.05% 369
2023
Q3 		$240K Hold
371
– – 0.04% 394
2023
Q2 		$256K Buy
371
+8
+2% +$5.36K 0.04% 397
2023
Q1 		$243K Hold
363
– – 0.05% 393
2022
Q4 		$257K Sell
363
-191
-34% -$128K 0.05% 377
2022
Q3 		$305K Buy
554
+4
+0.7% +$2.62K 0.07% 332
2022
Q2 		$335K Hold
550
– – 0.07% 367
2022
Q1 		$420K Sell
550
-11
-2% -$8.59K 0.07% 329
2021
Q4 		$514K Hold
561
– – 0.08% 276
2021
Q3 		$470K Buy
561
+29
+5% +$26K 0.08% 287
2021
Q2 		$465K Buy
532
+35
+7% +$29.6K 0.08% 290
2021
Q1 		$375K Buy
497
+203
+69% +$147K 0.07% 316
2020
Q4 		$212K Buy
+294
New +$195K 0.04% 415

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Institute for Wealth Management's BLK Position: Q2 2026 in Review

Institute for Wealth Management held its Blackrock (BLK) position steady in Q2 2026 at 344 shares worth $331K. The position accounts for 0.03% of the portfolio, ranked #409.

Institute for Wealth Management first reported a position in BLK in Q4 2020 and has held it in 22 quarters since. The position peaked at $514K in Q4 2021. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Institute for Wealth Management held 344 shares of Blackrock worth $331K as of Q2 2026.
  • Institute for Wealth Management left its Blackrock share count unchanged in Q2 2026.
  • Blackrock made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #409 holding.
  • Institute for Wealth Management first reported a position in Blackrock in Q4 2020 and has held it in 22 quarters since.
  • Institute for Wealth Management's Blackrock position peaked at $514K in Q4 2021.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.