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Independent Wealth Advisors LLC → BLK
Independent Wealth Advisors LLC BLK Position History
BlackRock, Inc. • Financial Services
Quarters held
4
Latest value
$8.9M
Q3 2026
Peak value
$8.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.6M |
| Q1 2026 | $3.9M |
| Q2 2026 | $6.4M |
| Q3 2026 | $8.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.9M | 110.1K | — | — |
| Q2 2026 | $6.4M | 77.6K | — | — |
| Q1 2026 | $3.9M | 47.7K | — | — |
| Q4 2025 | $3.6M | 43.2K | — | — |