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Blackrock shares owned by Wealthquest

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

Historical chart of Wealthquest investment in Blackrock

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Blackrock by Wealthquest

Quarter filed Position value Share count Share price at filing
2025-06-30 $267k 254 1049.25
2025-03-31 $228k 241 946.48
2024-12-31 $242k 236 1025.11

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Vanguard Large Cap ETF Etf (VV)
iShares Core MSCI EAFE Etf (IEFA)
Innovator US Equity 10 Buffer Etf (ZALT)
SPDR S&P 1500 Etf (SPTM)
Innovator Defined Wealth Shield Etf (BALT)
Vanguard Russell 1000 Growth Etf (VONG)
iShares Core S&P Mid Cap Etf (IJH)
American Finl Group Inc Ohio Stock (AFG)
Vanguard Mid Cap ETF Etf (VO)
DFA US Large Cap Vector Etf (DFVX)
Vanguard Small Cap ETF Etf (VB)
Vanguard Short Term Bond Etf (BSV)
DFA Short Duration Fixed Income Etf (DFSD)
Procter And Gamble Stock (PG)
DFA International Core Equity ETF Etf (DFAI)

View all positions for Wealthquest

Top funds holding Blackrock

Vanguard Group
BlackRock
State Street Corporation
Temasek Holdings
Capital Research Global Investors
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
Royal Bank of Canada

View all funds holding Blackrock