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North Berkeley Wealth Management, LLC → BLK

North Berkeley Wealth Management, LLC BLK Position History

BlackRock, Inc. • Financial Services

Quarters held
5
Latest value
$13.8M
Q3 2026
Peak value
$13.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$11.2M
Q4 2025$11.5M
Q1 2026$11.9M
Q2 2026$13.6M
Q3 2026$13.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$13.8M86.7K——
Q2 2026$13.6M86.3K——
Q1 2026$11.9M86.0K——
Q4 2025$11.5M81.1K——
Q3 2025$11.2M81.1K——

Other funds holding BLK

Other North Berkeley Wealth Management, LLC positions

ETHA

ISHARES TR

$20.9M
ETHA

ISHARES TR

$16.2M
IAU

DIMENSIONAL ETF TRUST

$15.5M
ETHA

ISHARES TR

$15.4M
SSD

SIMPSON MFG INC

$15.2M
ETHA

ISHARES TR

$14.1M
SSD

SIMPSON MFG INC

$13.7M
SSD

SIMPSON MFG INC

$13.3M