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Blackrock shares owned by Copia Wealth Management

Quarter-by-quarter ownership of Blackrock (BLK) shares owned by Copia Wealth Management from 13F filings

Historical chart of Copia Wealth Management investment in Blackrock

Tip: Access up to 7 years of quarterly data

All positions including Blackrock held by Copia Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackrock by Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.2k 7 1165.86
2025-06-30 $7.3k 7 1049.29
2025-03-31 $11k 12 946.50
2024-12-31 $12k 12 1025.08

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Strive Enhanced Income Short Maturity Etf Etf (BUXX)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Us Treasury 3 Month Bill Etf Etf (TBIL)
Spdr Gold Shares Etf (GLD)
Us Treasury 6 Month Bill Etf Etf (XBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Invesco S&p 500 Top 50 Etf Etf (XLG)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Ishares Msci Eafe Etf Etf (EFA)
Vanguard Russell 2000 Etf Etf (VTWO)
Eldridge Aaa Clo Etf Etf (CLOX)
Simplify Health Care Etf Etf (PINK)
Pacer Us Small Cap Cash Cows Etf Etf (CALF)

View all positions for Copia Wealth Management

Top funds holding Blackrock

Vanguard Group
BlackRock
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Capital World Investors
Geode Capital Management
Wells Fargo & Company
FMR
Fisher Investments
Capital Research and Management Company - Division 3
Franklin Resources
Ameriprise Financial
Northern Trust

View all funds holding Blackrock