Back to BLK
Mosley Wealth Management → BLK
Mosley Wealth Management BLK Position History
BlackRock, Inc. • Financial Services
Quarters held
16
Latest value
$4K
Q3 2026
Peak value
$6.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $423K |
| Q4 2025 | $510K |
| Q1 2026 | $326K |
| Q1 2026 | $4K |
| Q1 2026 | $54K |
| Q1 2026 | $509K |
| Q2 2026 | $6.1M |
| Q2 2026 | $4K |
| Q2 2026 | $11K |
| Q2 2026 | $261K |
| Q2 2026 | $4K |
| Q3 2026 | $6.5M |
| Q3 2026 | $4K |
| Q3 2026 | $11K |
| Q3 2026 | $235K |
| Q3 2026 | $4K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4K | 85 | — | — |
| Q3 2026 | $235K | 4.8K | — | — |
| Q3 2026 | $11K | 130 | — | — |
| Q3 2026 | $4K | 36 | — | — |
| Q3 2026 | $6.5M | 62.2K | — | — |
| Q2 2026 | $4K | 85 | — | — |
| Q2 2026 | $261K | 5.2K | — | — |
| Q2 2026 | $11K | 129 | — | — |
| Q2 2026 | $4K | 35 | — | — |
| Q2 2026 | $6.1M | 56.2K | — | — |
| Q1 2026 | $509K | 10.7K | — | — |
| Q1 2026 | $54K | 647 | — | — |
| Q1 2026 | $4K | 35 | — | — |
| Q1 2026 | $326K | 2.9K | — | — |
| Q4 2025 | $510K | 10.7K | — | — |
| Q4 2025 | $423K | 3.8K | — | — |
Other funds holding BLK
Other Mosley Wealth Management positions
SCHW-PJ
$18.4MSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
SCHW-PJ
$17.6MSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
VGES
$13.8MVANGUARD MEGA CAP ETF
JPM-PM
$13.6MJPMORGAN EQUITY PREMIUM INCOME ETF
BTCW
$13.5MWISDOMTREE FLOATING RATE TREASURY FUND
JPM-PM
$13.4MJPMORGAN EQUITY PREMIUM INCOME ETF
VGES
$13.3MVANGUARD MORNINGSTAR GROWTH ETF
VLO
$12.7MVANGUARD HEALTH CARE ETF