IWC
XYZ

Integrated Wealth Concepts’s Block Inc XYZ Stock Holding History

Integrated Wealth Concepts’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 		$1.19M Buy
15,656
+1,968
+14% +$138K 0.01% 1108
2026
Q1 		$824K Buy
+13,688
New +$832K 0.01% 1229
2025
Q4 		– Sell
-10,197
Closed -$737K – 2081
2025
Q3 		$737K Buy
10,197
+2,008
+25% +$150K 0.01% 1143
2025
Q2 		$556K Sell
8,189
-3,989
-33% -$232K 0.01% 1215
2025
Q1 		$662K Sell
12,178
-2,015
-14% -$150K 0.01% 1023
2024
Q4 		$1.21M Sell
14,193
-1,731
-11% -$142K 0.01% 741
2024
Q3 		$1.07M Sell
15,924
-465
-3% -$30K 0.01% 775
2024
Q2 		$1.06M Sell
16,389
-1,224
-7% -$85.6K 0.01% 734
2024
Q1 		$1.49M Sell
17,613
-3,323
-16% -$240K 0.02% 607
2023
Q4 		$1.62M Buy
20,936
+338
+2% +$19.1K 0.03% 557
2023
Q3 		$912K Buy
20,598
+370
+2% +$22.9K 0.02% 732
2023
Q2 		$1.35M Buy
20,228
+5,535
+38% +$346K 0.02% 583
2023
Q1 		$1.01M Buy
14,693
+6,777
+86% +$507K 0.02% 616
2022
Q4 		$497K Sell
7,916
-209
-3% -$12.9K 0.01% 661
2022
Q3 		$447K Sell
8,125
-591
-7% -$41.8K 0.01% 620
2022
Q2 		$536K Buy
8,716
+272
+3% +$24.9K 0.02% 582
2022
Q1 		$1.15M Buy
8,444
+483
+6% +$58.5K 0.04% 366
2021
Q4 		$1.29M Sell
7,961
-506
-6% -$110K 0.04% 348
2021
Q3 		$2.03M Buy
8,467
+3,855
+84% +$990K 0.07% 246
2021
Q2 		$1.12M Buy
4,612
+261
+6% +$60.5K 0.04% 331
2021
Q1 		$988K Buy
4,351
+1,352
+45% +$316K 0.04% 294
2020
Q4 		$653K Sell
2,999
-131
-4% -$25.6K 0.03% 350
2020
Q3 		$509K Buy
3,130
+62
+2% +$8.75K 0.03% 338
2020
Q2 		$322K Buy
+3,068
New +$235K 0.02% 380
2020
Q1 		– Sell
-3,742
Closed -$234K – 487
2019
Q4 		$234K Sell
3,742
-149
-4% -$9.52K 0.02% 424
2019
Q3 		$241K Sell
3,891
-266
-6% -$18.1K 0.03% 359
2019
Q2 		$285K Buy
+4,157
New +$290K 0.04% 289

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

Integrated Wealth Concepts's XYZ Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Block Inc (XYZ) stake by 14% in Q2 2026, buying an estimated $138K and bringing the position to 15,656 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #1108.

Integrated Wealth Concepts first reported a position in XYZ in Q2 2019 and has held it in 27 quarters since. The position peaked at $2.03M in Q3 2021. 1,082 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Integrated Wealth Concepts held 15,656 shares of Block Inc worth $1.19M as of Q2 2026.
  • Integrated Wealth Concepts bought 1,968 Block Inc shares in Q2 2026, an estimated $138K.
  • Block Inc made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1108 holding.
  • Integrated Wealth Concepts first reported a position in Block Inc in Q2 2019 and has held it in 27 quarters since.
  • Integrated Wealth Concepts's Block Inc position peaked at $2.03M in Q3 2021.
  • 1,082 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.