IAGL
XYZ

Innovative Advisory Group, LLC’s Block Inc XYZ Stock Holding History

Innovative Advisory Group, LLC’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 		– Sell
-1,394
Closed -$90.7K – 247
2025
Q4 		$90.7K Hold
1,394
– – 0.06% 54
2025
Q3 		$101K Sell
1,394
-20
-1% -$1.5K 0.06% 56
2025
Q2 		$96.1K Sell
1,414
-149
-10% -$8.67K 0.08% 49
2025
Q1 		$84.9K Buy
1,563
+17
+1% +$1.27K 0.08% 46
2024
Q4 		$131K Buy
+1,546
New +$127K 0.11% 41

Other funds holding XYZ

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
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 $3.38T AUM 44.17% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Innovative Advisory Group, LLC's XYZ Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 1,394 shares — an estimated $90.7K sold.

Innovative Advisory Group, LLC first reported a position in XYZ in Q4 2024 and held it in 5 quarters. The position peaked at $131K in Q4 2024. 995 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 1,394 Block Inc shares in Q1 2026, an estimated $90.7K.
  • Innovative Advisory Group, LLC first reported a position in Block Inc in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Block Inc position peaked at $131K in Q4 2024.
  • 995 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.