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Blackrock shares owned by Wescott Financial Advisory Group

Quarter-by-quarter ownership of Blackrock (BLK) shares owned by Wescott Financial Advisory Group from 13F filings

Historical chart of Wescott Financial Advisory Group investment in Blackrock

Tip: Access up to 7 years of quarterly data

All positions including Blackrock held by Wescott Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackrock by Wescott Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $231k 216 1069.40

More positions owned by Wescott Financial Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Rus Mdcp Val Etf (IWS)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for Wescott Financial Advisory Group

Top funds holding Blackrock

Vanguard Group
BlackRock
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Temasek Holdings
Capital Research Global Investors
Geode Capital Management
Norges Bank Investment Management
Wells Fargo & Company
Rockefeller Capital Management
Franklin Resources
FMR
Capital Research and Management Company - Division 3
Fisher Investments
Ameriprise Financial

View all funds holding Blackrock