AssetMark Inc’s iQIYI IQ Stock Holding History

AssetMark Inc’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 Q2	–	Sell	-1,015	Closed	-$1.37K	–	3612
2026 Q1	$1.37K	Buy	1,015 +664	+189%	+$1.15K	﹤0.01%	2962
2025 Q4	$674	Sell	351 -167	-32%	-$357	﹤0.01%	3040
2025 Q3	$1.33K	Buy	+518	New	+$1.15K	﹤0.01%	2729

Other funds holding IQ

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

AssetMark Inc's IQ Position: Q2 2026 in Review

AssetMark Inc sold out of iQIYI (IQ) in Q2 2026, closing a stake of 1,015 shares — an estimated $1.37K sold.

AssetMark Inc first reported a position in IQ in Q3 2025 and held it in 3 quarters. The position peaked at $1.37K in Q1 2026. 32 funds tracked by Wall St. Rank hold IQ as of Q2 2026.

AssetMark Inc reported no remaining iQIYI position as of Q2 2026 after selling out during the quarter.
AssetMark Inc sold 1,015 iQIYI shares in Q2 2026, an estimated $1.37K.
AssetMark Inc first reported a position in iQIYI in Q3 2025 and held it in 3 quarters.
AssetMark Inc's iQIYI position peaked at $1.37K in Q1 2026.
32 funds tracked by Wall St. Rank held iQIYI as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.