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
Q2 		$10.7M Sell
140,511
-727
-0.5% -$51.1K 0.68% 44
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

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

IQ EQ Fund Management's XYZ Position: Q2 2026 in Review

IQ EQ Fund Management reduced its Block Inc (XYZ) stake by 0.51% in Q2 2026, selling an estimated $51.1K and leaving 140,511 shares worth $10.7M. The position accounts for 0.68% of the portfolio, ranked #44.

IQ EQ Fund Management first reported a position in XYZ in Q4 2022 and has held it in 14 quarters since. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • IQ EQ Fund Management held 140,511 shares of Block Inc worth $10.7M as of Q2 2026.
  • IQ EQ Fund Management sold 727 Block Inc shares in Q2 2026, an estimated $51.1K.
  • Block Inc made up 0.68% of IQ EQ Fund Management's portfolio in Q2 2026, its #44 holding.
  • IQ EQ Fund Management first reported a position in Block Inc in Q4 2022 and has held it in 14 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on IQ EQ Fund Management's 13F filing for Q2 2026, filed 31 Jul 2026.