IAN
XYZ

Integrated Advisors Network’s Block Inc XYZ Stock Holding History

Integrated Advisors 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
2025
Q1 		– Sell
-6,068
Closed -$516K – 787
2024
Q4 		$516K Sell
6,068
-3,250
-35% -$267K 0.02% 444
2024
Q3 		$626K Sell
9,318
-2,652
-22% -$171K 0.03% 416
2024
Q2 		$772K Buy
11,970
+363
+3% +$25.4K 0.04% 344
2024
Q1 		$982K Sell
11,607
-12,448
-52% -$900K 0.05% 313
2023
Q4 		$1.86M Buy
24,055
+12,916
+116% +$730K 0.11% 205
2023
Q3 		$493K Buy
11,139
+1,697
+18% +$105K 0.03% 422
2023
Q2 		$629K Sell
9,442
-2,980
-24% -$186K 0.04% 376
2023
Q1 		$853K Buy
12,422
+295
+2% +$22.1K 0.05% 311
2022
Q4 		$762K Sell
12,127
-83
-0.7% -$5.12K 0.05% 340
2022
Q3 		$671K Buy
12,210
+2,348
+24% +$166K 0.05% 342
2022
Q2 		$606K Sell
9,862
-2,425
-20% -$222K 0.04% 376
2022
Q1 		$1.67M Buy
12,287
+3,541
+40% +$429K 0.1% 225
2021
Q4 		$1.41M Buy
8,746
+2,876
+49% +$623K 0.08% 216
2021
Q3 		$1.41M Buy
5,870
+2,393
+69% +$615K 0.09% 204
2021
Q2 		$848K Buy
3,477
+1,912
+122% +$443K 0.06% 252
2021
Q1 		$355K Buy
+1,565
New +$366K 0.03% 392
2020
Q4 		– Sell
-1,766
Closed -$287K – 520
2020
Q3 		$287K Buy
+1,766
New +$249K 0.04% 350
2020
Q1 		– Sell
-22,805
Closed -$1.43M – 456
2019
Q4 		$1.43M Buy
+22,805
New +$1.46M 0.19% 156

Other funds holding XYZ

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM