Bartlett & Co Wealth Management’s iQIYI IQ Stock Holding History

Bartlett & Co Wealth Management’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
2025 Q3	–	Sell	-2,000	Closed	-$3.54K	–	1244
2025 Q2	$3.54K	Hold	2,000	–	–	﹤0.01%	1040
2025 Q1	$4.52K	Hold	2,000	–	–	﹤0.01%	997
2024 Q4	$4.02K	Hold	2,000	–	–	﹤0.01%	993
2024 Q3	$5.72K	Hold	2,000	–	–	﹤0.01%	966
2024 Q2	$7.34K	Hold	2,000	–	–	﹤0.01%	950
2024 Q1	$8.46K	Hold	2,000	–	–	﹤0.01%	928
2023 Q4	$9.6K	Hold	2,000	–	–	﹤0.01%	1008
2023 Q3	$9.48K	Hold	2,000	–	–	﹤0.01%	935
2023 Q2	$10.7K	Hold	2,000	–	–	﹤0.01%	917
2023 Q1	$14.6K	Hold	2,000	–	–	﹤0.01%	766
2022 Q4	$10.6K	Hold	2,000	–	–	﹤0.01%	819
2022 Q3	$5.42K	Hold	2,000	–	–	﹤0.01%	909
2022 Q2	$8.4K	Hold	2,000	–	–	﹤0.01%	907
2022 Q1	$9.08K	Buy	+2,000	New	+$8.35K	﹤0.01%	846

Other funds holding IQ

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Triata Capital Hong Kong $552M AUM 2.89% 1-Year Est. Return

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

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return