AF
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Allworth Financial’s iQIYI IQ Stock Holding History

Allworth Financial’s Portfolio IQ Stock Details IQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.75K Sell
1,292
-801
-38% -$1.38K ﹤0.01% 4387
2025
Q4 		$4.02K Buy
2,093
+357
+21% +$764 ﹤0.01% 3839
2025
Q3 		$4.45K Buy
1,736
+901
+108% +$2K ﹤0.01% 3620
2025
Q2 		$1.48K Buy
835
+89
+12% +$160 ﹤0.01% 3828
2025
Q1 		$1.43K Buy
746
+313
+72% +$688 ﹤0.01% 3334
2024
Q4 		$845 Buy
433
+307
+244% +$727 ﹤0.01% 3454
2024
Q3 		$361 Sell
126
-359
-74% -$1.04K ﹤0.01% 3496
2024
Q2 		$1.7K Hold
485
– – ﹤0.01% 2992
2024
Q1 		$2.05K Hold
485
– – ﹤0.01% 2795
2023
Q4 		$2.37K Sell
485
-392
-45% -$1.85K ﹤0.01% 2607
2023
Q3 		$4.16K Buy
877
+392
+81% +$2.04K ﹤0.01% 2196
2023
Q2 		$2.59K Hold
485
– – ﹤0.01% 2378
2023
Q1 		$3.53K Hold
485
– – ﹤0.01% 2176
2022
Q4 		$2.57K Buy
485
+310
+177% +$904 ﹤0.01% 2146
2022
Q3 		$0 Buy
175
+33
+23% +$122 ﹤0.01% 2873
2022
Q2 		$1K Buy
+142
New +$572 ﹤0.01% 2179

Other funds holding IQ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return