Investment Research & Advisory Group’s Block Inc XYZ Stock Holding History

Investment Research & Advisory Group’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	$10.8K	Hold	98	–	–	﹤0.01%	232
2026 Q1	$6.8K	Hold	98	–	–	﹤0.01%	214
2025 Q4	$7.36K	Hold	98	–	–	﹤0.01%	207
2025 Q3	$7.8K	Hold	98	–	–	﹤0.01%	188
2025 Q2	$6.66K	Hold	98	–	–	﹤0.01%	185
2025 Q1	$5.32K	Hold	98	–	–	﹤0.01%	192
2024 Q4	$8.33K	Hold	98	–	–	﹤0.01%	163
2024 Q3	$6.58K	Hold	98	–	–	﹤0.01%	168
2024 Q2	$6.32K	Hold	98	–	–	﹤0.01%	165
2024 Q1	$8.29K	Sell	98 -26	-21%	-$1.88K	﹤0.01%	159
2023 Q4	$9.59K	Buy	124 +12	+11%	+$678	﹤0.01%	149
2023 Q3	$4.96K	Buy	112 +14	+14%	+$867	﹤0.01%	167
2023 Q2	$6.52K	Hold	98	–	–	﹤0.01%	175
2023 Q1	$6.73K	Hold	98	–	–	﹤0.01%	153
2022 Q4	$6.16K	Hold	98	–	–	﹤0.01%	152
2022 Q3	$5K	Hold	98	–	–	﹤0.01%	160
2022 Q2	$6K	Sell	98 -302	-76%	-$27.6K	﹤0.01%	159
2022 Q1	$54K	Hold	400	–	–	0.03%	103
2021 Q4	$65K	Hold	400	–	–	0.04%	103
2021 Q3	$96K	Hold	400	–	–	0.06%	82
2021 Q2	$98K	Hold	400	–	–	0.06%	91
2021 Q1	$91K	Hold	400	–	–	0.07%	81
2020 Q4	$87K	Hold	400	–	–	0.06%	81
2020 Q3	$65K	Hold	400	–	–	0.05%	89
2020 Q2	$42K	Hold	400	–	–	0.04%	96
2020 Q1	$21K	Buy	+400	New	+$27.4K	0.02%	110

Other funds holding XYZ

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

BCM

Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Investment Research & Advisory Group's XYZ Position: Q2 2026 in Review

Investment Research & Advisory Group held its Block Inc (XYZ) position steady in Q2 2026 at 98 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #232.

Investment Research & Advisory Group first reported a position in XYZ in Q1 2020 and has held it in 26 quarters since. The position peaked at $98K in Q2 2021. 358 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Investment Research & Advisory Group held 98 shares of Block Inc worth $10.8K as of Q2 2026.
Investment Research & Advisory Group left its Block Inc share count unchanged in Q2 2026.
Block Inc made up ﹤0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #232 holding.
Investment Research & Advisory Group first reported a position in Block Inc in Q1 2020 and has held it in 26 quarters since.
Investment Research & Advisory Group's Block Inc position peaked at $98K in Q2 2021.
358 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.