IPW
XYZ

IronBridge Private Wealth’s Block Inc XYZ Stock Holding History

IronBridge Private Wealth’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
2025
Q2 		– Sell
-78,163
Closed -$4.25M – 55
2025
Q1 		$4.25M Buy
78,163
+42,687
+120% +$3.19M 1.67% 21
2024
Q4 		$3.02M Buy
+35,476
New +$2.91M 1.11% 25

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IronBridge Private Wealth's XYZ Position: Q2 2025 in Review

IronBridge Private Wealth sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 78,163 shares — an estimated $4.25M sold.

IronBridge Private Wealth first reported a position in XYZ in Q4 2024 and held it in 2 quarters. The position peaked at $4.25M in Q1 2025. 988 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • IronBridge Private Wealth reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
  • IronBridge Private Wealth sold 78,163 Block Inc shares in Q2 2025, an estimated $4.25M.
  • IronBridge Private Wealth first reported a position in Block Inc in Q4 2024 and held it in 2 quarters.
  • IronBridge Private Wealth's Block Inc position peaked at $4.25M in Q1 2025.
  • 988 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on IronBridge Private Wealth's 13F filing for Q2 2025, filed 10 Oct 2025.