IEFM
XYZ

IQ EQ Fund Management’s Block Inc XYZ Stock Holding History

IQ EQ Fund 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
Q1 		$8.5M Sell
141,238
-12,303
-8% -$748K 0.65% 52
2025
Q4 		$9.99M Buy
153,541
+34,815
+29% +$2.4M 0.69% 44
2025
Q3 		$8.58M Buy
118,726
+62,291
+110% +$4.66M 0.58% 52
2025
Q2 		$3.83M Buy
56,435
+32,171
+133% +$1.87M 0.34% 88
2025
Q1 		$1.32M Buy
24,264
+4,807
+25% +$359K 0.16% 155
2024
Q4 		$1.65M Buy
19,457
+9,070
+87% +$744K 0.2% 126
2024
Q3 		$697K Buy
10,387
+2,247
+28% +$145K 0.07% 243
2024
Q2 		$525K Buy
8,140
+4,705
+137% +$329K 0.06% 249
2024
Q1 		$291K Sell
3,435
-230
-6% -$16.6K 0.03% 262
2023
Q4 		$283K Buy
+3,665
New +$207K 0.03% 249
2023
Q3 		– Sell
-3,978
Closed -$265K – 257
2023
Q2 		$265K Buy
3,978
+505
+15% +$31.6K 0.05% 205
2023
Q1 		$238K Buy
3,473
+151
+5% +$11.3K 0.05% 219
2022
Q4 		$209K Buy
+3,322
New +$205K 0.04% 211

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return