Back to BLK
Yoffe Investment Management, LLC → BLK
Yoffe Investment Management, LLC BLK Position History
BlackRock, Inc. • Financial Services
Quarters held
8
Latest value
$308K
Q3 2026
Peak value
$1.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.1M |
| Q4 2025 | $297K |
| Q1 2026 | $1.3M |
| Q1 2026 | $294K |
| Q2 2026 | $1.3M |
| Q2 2026 | $315K |
| Q3 2026 | $1.3M |
| Q3 2026 | $308K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $308K | 4.3K | — | — |
| Q3 2026 | $1.3M | 37.2K | — | — |
| Q2 2026 | $315K | 4.3K | — | — |
| Q2 2026 | $1.3M | 37.2K | — | — |
| Q1 2026 | $294K | 4.3K | — | — |
| Q1 2026 | $1.3M | 37.2K | — | — |
| Q4 2025 | $297K | 4.3K | — | — |
| Q4 2025 | $1.1M | 37.2K | — | — |
Other funds holding BLK
Other Yoffe Investment Management, LLC positions
VGES
$4.3MVANGUARD SMALL-CAP INDEXFUND ETF SHARES
VGES
$4.1MVANGUARD MORNINGSTAR SMALL-CAP ETF
VGES
$3.8MVANGUARD SMALL-CAP INDEXFUND ETF SHARES
VGES
$3.7MVANGUARD SMALL CAP ETF
IBM
$3.5MIBM CORP
IBM
$3.3MIBM CORP
VGES
$3MVANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF
VGES
$3MVANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES