Clearstead Advisors’s IZEA Worldwide IZEA Stock Holding History

Clearstead Advisors’s Portfolio IZEA Stock Details IZEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-602	Closed	-$2.24K	–	3009
2025 Q3	$2.24K	Hold	602	–	–	﹤0.01%	2415
2025 Q2	$1.54K	Hold	602	–	–	﹤0.01%	2376
2025 Q1	$1.26K	Hold	602	–	–	﹤0.01%	1961
2024 Q4	$1.66K	Hold	602	–	–	﹤0.01%	1871
2024 Q3	$1.66K	Hold	602	–	–	﹤0.01%	1858
2024 Q2	$1.42K	Hold	602	–	–	﹤0.01%	1862
2024 Q1	$1.92K	Hold	602	–	–	﹤0.01%	1319
2023 Q4	$1.21K	Sell	602 -602	-50%	-$1.36K	﹤0.01%	1379
2023 Q3	$2.63K	Buy	1,204 +602	+100%	+$1.38K	﹤0.01%	1360
2023 Q2	$1.46K	Hold	602	–	–	﹤0.01%	1205
2023 Q1	$1.57K	Hold	602	–	–	﹤0.01%	1178
2022 Q4	$1.31K	Hold	602	–	–	﹤0.01%	1142
2022 Q3	$2K	Hold	602	–	–	﹤0.01%	1080
2022 Q2	$2K	Hold	602	–	–	﹤0.01%	1109
2022 Q1	$4K	Hold	602	–	–	﹤0.01%	1106
2021 Q4	$3K	Buy	+602	New	+$4.35K	﹤0.01%	1064
2021 Q3	–	Sell	-750	Closed	-$8K	–	1335
2021 Q2	$8K	Buy	+750	New	+$9.85K	﹤0.01%	823
2021 Q1	–	Sell	-500	Closed	-$4K	–	1149
2020 Q4	$4K	Buy	+500	New	+$1.92K	﹤0.01%	829

Other funds holding IZEA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Clearstead Advisors's IZEA Position: Q4 2025 in Review

Clearstead Advisors sold out of IZEA Worldwide (IZEA) in Q4 2025, closing a stake of 602 shares — an estimated $2.24K sold.

Clearstead Advisors first reported a position in IZEA in Q4 2020 and held it in 18 quarters. The position peaked at $8K in Q2 2021. 32 funds tracked by Wall St. Rank hold IZEA as of Q4 2025.

Clearstead Advisors reported no remaining IZEA Worldwide position as of Q4 2025 after selling out during the quarter.
Clearstead Advisors sold 602 IZEA Worldwide shares in Q4 2025, an estimated $2.24K.
Clearstead Advisors first reported a position in IZEA Worldwide in Q4 2020 and held it in 18 quarters.
Clearstead Advisors's IZEA Worldwide position peaked at $8K in Q2 2021.
32 funds tracked by Wall St. Rank held IZEA Worldwide as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.