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ACCREDITED INVESTOR SERVICES, LLC → BTX

ACCREDITED INVESTOR SERVICES, LLC BTX Position History

BlackRock Innovation and Growth Term Trust • Financial Services

Quarters held
4
Latest value
$250K
Q3 2026
Peak value
$275K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$130K
Q1 2026$216K
Q2 2026$275K
Q3 2026$250K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$250K27.9K——
Q2 2026$275K30.4K——
Q1 2026$216K32.8K——
Q4 2025$130K19.7K——

Other funds holding BTX

Other ACCREDITED INVESTOR SERVICES, LLC positions

DIOD

DIMENSIONAL ETF TRUST

$33.4M
DIOD

DIMENSIONAL ETF TRUST

$32.4M
FAST

FIDELITY COVINGTON TRUST

$30.5M
DIOD

DIMENSIONAL ETF TRUST

$29.4M
FAST

FIDELITY COVINGTON TRUST

$29.1M
DIOD

DIMENSIONAL ETF TRUST

$28M
FAST

FIDELITY COVINGTON TRUST

$24.4M
FAST

FIDELITY COVINGTON TRUST

$23.5M