IFWM
XYZ

Institute for Wealth Management’s Block Inc XYZ Stock Holding History

Institute for Wealth Management’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 		$1.08M Sell
14,237
-1,056
-7% -$74.2K 0.1% 189
2026
Q1 		$920K Sell
15,293
-4,188
-21% -$255K 0.1% 212
2025
Q4 		$1.27M Sell
19,481
-339
-2% -$23.4K 0.13% 161
2025
Q3 		$1.43M Sell
19,820
-1,346
-6% -$101K 0.15% 147
2025
Q2 		$1.44M Sell
21,166
-1,071
-5% -$62.3K 0.16% 131
2025
Q1 		$1.21M Sell
22,237
-39
-0.2% -$2.91K 0.16% 147
2024
Q4 		$1.89M Sell
22,276
-565
-2% -$46.4K 0.24% 91
2024
Q3 		$1.53M Sell
22,841
-297
-1% -$19.2K 0.19% 117
2024
Q2 		$1.49M Buy
23,138
+423
+2% +$29.6K 0.2% 114
2024
Q1 		$1.92M Sell
22,715
-361
-2% -$26.1K 0.25% 87
2023
Q4 		$1.78M Buy
23,076
+1,784
+8% +$101K 0.29% 81
2023
Q3 		$942K Hold
21,292
– – 0.17% 149
2023
Q2 		$1.42M Buy
21,292
+44
+0.2% +$2.75K 0.24% 106
2023
Q1 		$1.46M Sell
21,248
-888
-4% -$66.5K 0.28% 93
2022
Q4 		$1.39M Sell
22,136
-3,664
-14% -$226K 0.29% 93
2022
Q3 		$1.42M Buy
25,800
+585
+2% +$41.4K 0.32% 83
2022
Q2 		$1.55M Buy
25,215
+117
+0.5% +$10.7K 0.3% 85
2022
Q1 		$3.4M Buy
25,098
+6,268
+33% +$759K 0.55% 34
2021
Q4 		$3.04M Buy
18,830
+645
+4% +$140K 0.5% 43
2021
Q3 		$4.36M Buy
18,185
+96
+0.5% +$24.7K 0.77% 21
2021
Q2 		$4.41M Buy
18,089
+907
+5% +$210K 0.77% 23
2021
Q1 		$3.9M Buy
17,182
+263
+2% +$61.5K 0.74% 24
2020
Q4 		$3.68M Sell
16,919
-389
-2% -$75.9K 0.73% 25
2020
Q3 		$2.81M Buy
17,308
+864
+5% +$122K 0.64% 29
2020
Q2 		$1.73M Buy
16,444
+353
+2% +$27K 0.42% 49
2020
Q1 		$843K Buy
16,091
+3,566
+28% +$244K 0.26% 104
2019
Q4 		$784K Sell
12,525
-828
-6% -$52.9K 0.18% 165
2019
Q3 		$827K Sell
13,353
-597
-4% -$40.6K 0.21% 142
2019
Q2 		$1.01M Sell
13,950
-1,728
-11% -$121K 0.22% 133
2019
Q1 		$1.17M Buy
+15,678
New +$1.14M 0.26% 110

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

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

Institute for Wealth Management reduced its Block Inc (XYZ) stake by 6.9% in Q2 2026, selling an estimated $74.2K and leaving 14,237 shares worth $1.08M. The position accounts for 0.1% of the portfolio, ranked #189.

Institute for Wealth Management first reported a position in XYZ in Q1 2019 and has held it in 30 quarters since. The position peaked at $4.41M in Q2 2021. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Institute for Wealth Management held 14,237 shares of Block Inc worth $1.08M as of Q2 2026.
  • Institute for Wealth Management sold 1,056 Block Inc shares in Q2 2026, an estimated $74.2K.
  • Block Inc made up 0.1% of Institute for Wealth Management's portfolio in Q2 2026, its #189 holding.
  • Institute for Wealth Management first reported a position in Block Inc in Q1 2019 and has held it in 30 quarters since.
  • Institute for Wealth Management's Block Inc position peaked at $4.41M in Q2 2021.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

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