Legacy Wealth Management (Idaho)’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-5
Closed -$4.81K 282
2026
Q1
$4.81K Buy
+5
New +$5.26K ﹤0.01% 625
2025
Q2
Sell
-2
Closed -$1.89K 764
2025
Q1
$1.89K Hold
2
﹤0.01% 551
2024
Q4
$1.99K Buy
+2
New +$2.03K ﹤0.01% 500

Other funds holding BLK

Legacy Wealth Management (Idaho)'s BLK Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Blackrock (BLK) in Q2 2026, closing a stake of 5 shares — an estimated $4.81K sold.

Legacy Wealth Management (Idaho) first reported a position in BLK in Q4 2024 and held it in 3 quarters. The position peaked at $4.81K in Q1 2026. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Blackrock position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 5 Blackrock shares in Q2 2026, an estimated $4.81K.
  • Legacy Wealth Management (Idaho) first reported a position in Blackrock in Q4 2024 and held it in 3 quarters.
  • Legacy Wealth Management (Idaho)'s Blackrock position peaked at $4.81K in Q1 2026.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.