IWC
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Integrated Wealth Concepts’s Blackrock BLK Stock Holding History

Integrated Wealth Concepts’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
Q1 		$3.39M Buy
3,527
+1,424
+68% +$1.5M 0.03% 562
2025
Q4 		$2.25M Sell
2,103
-265
-11% -$290K 0.03% 507
2025
Q3 		$2.76M Buy
2,368
+193
+9% +$216K 0.02% 563
2025
Q2 		$2.28M Sell
2,175
-175
-7% -$165K 0.02% 578
2025
Q1 		$2.22M Buy
2,350
+112
+5% +$110K 0.03% 555
2024
Q4 		$2.29M Buy
2,238
+1,375
+159% +$1.4M 0.03% 514
2024
Q3 		$819K Sell
863
-1,251
-59% -$1.08M 0.01% 881
2024
Q2 		$1.66M Buy
2,114
+293
+16% +$229K 0.02% 574
2024
Q1 		$1.52M Buy
1,821
+152
+9% +$122K 0.02% 600
2023
Q4 		$1.35M Sell
1,669
-249
-13% -$174K 0.02% 613
2023
Q3 		$1.24M Sell
1,918
-73
-4% -$51K 0.02% 605
2023
Q2 		$1.38M Buy
1,991
+797
+67% +$534K 0.02% 573
2023
Q1 		$799K Buy
1,194
+329
+38% +$232K 0.02% 697
2022
Q4 		$613K Sell
865
-98
-10% -$65.4K 0.02% 592
2022
Q3 		$530K Sell
963
-118
-11% -$77.2K 0.02% 573
2022
Q2 		$659K Sell
1,081
-264
-20% -$172K 0.02% 526
2022
Q1 		$1.03M Buy
1,345
+279
+26% +$218K 0.03% 387
2021
Q4 		$976K Buy
1,066
+206
+24% +$188K 0.03% 425
2021
Q3 		$721K Buy
860
+212
+33% +$190K 0.02% 482
2021
Q2 		$567K Sell
648
-30
-4% -$25.3K 0.02% 508
2021
Q1 		$512K Buy
678
+217
+47% +$157K 0.02% 468
2020
Q4 		$333K Buy
461
+6
+1% +$3.98K 0.02% 500
2020
Q3 		$256K Buy
455
+77
+20% +$43.9K 0.02% 490
2020
Q2 		$205K Buy
+378
New +$191K 0.01% 482
2020
Q1 		– Sell
-460
Closed -$231K – 419
2019
Q4 		$231K Sell
460
-14
-3% -$6.64K 0.02% 428
2019
Q3 		$211K Buy
+474
New +$211K 0.02% 397

Other funds holding BLK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Integrated Wealth Concepts's BLK Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Blackrock (BLK) stake by 68% in Q1 2026, buying an estimated $1.5M and bringing the position to 3,527 shares worth $3.39M. The position accounts for 0.03% of the portfolio, ranked #562.

Integrated Wealth Concepts first reported a position in BLK in Q3 2019 and has held it in 26 quarters since. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Integrated Wealth Concepts held 3,527 shares of Blackrock worth $3.39M as of Q1 2026.
  • Integrated Wealth Concepts bought 1,424 Blackrock shares in Q1 2026, an estimated $1.5M.
  • Blackrock made up 0.03% of Integrated Wealth Concepts's portfolio in Q1 2026, its #562 holding.
  • Integrated Wealth Concepts first reported a position in Blackrock in Q3 2019 and has held it in 26 quarters since.
  • 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.