Commonwealth Equity Services’s NYLIM Candriam U.S. Large Cap Equity ETF IQSU Stock Holding History

Commonwealth Equity Services’s Portfolio IQSU Stock Details IQSU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5,483	Closed	-$300K	–	4380
2025 Q4	$300K	Hold	5,483	–	–	﹤0.01%	3652
2025 Q3	$292K	Buy	5,483 +75	+1%	+$3.82K	﹤0.01%	3670
2025 Q2	$268K	Hold	5,408	–	–	﹤0.01%	3697
2025 Q1	$245K	Sell	5,408 -1,442	-21%	-$69.2K	﹤0.01%	3666
2024 Q4	$332K	Sell	6,850 -526	-7%	-$25.7K	﹤0.01%	3321
2024 Q3	$353K	Buy	7,376 +192	+3%	+$8.88K	﹤0.01%	3209
2024 Q2	$327K	Sell	7,184 -66	-0.9%	-$2.91K	﹤0.01%	3222
2024 Q1	$322K	Hold	7,250	–	–	﹤0.01%	3209
2023 Q4	$304K	Buy	7,250 +825	+13%	+$32.3K	﹤0.01%	3159
2023 Q3	$240K	Hold	6,425	–	–	﹤0.01%	3220
2023 Q2	$249K	Buy	6,425 +252	+4%	+$9.15K	﹤0.01%	3200
2023 Q1	$217K	Buy	+6,173	New	+$209K	﹤0.01%	3245
2022 Q3	–	Sell	-14,382	Closed	-$464K	–	3720
2022 Q2	$464K	Hold	14,382	–	–	﹤0.01%	2459
2022 Q1	$562K	Buy	14,382 +492	+4%	+$18.9K	﹤0.01%	2430
2021 Q4	$578K	Buy	13,890 +5,937	+75%	+$238K	﹤0.01%	2405
2021 Q3	$295K	Buy	7,953 +160	+2%	+$6.11K	﹤0.01%	2952
2021 Q2	$286K	Buy	7,793 +195	+3%	+$6.94K	﹤0.01%	2943
2021 Q1	$256K	Buy	+7,598	New	+$252K	﹤0.01%	2914

Other funds holding IQSU

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

PRRFG

Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services's IQSU Position: Q1 2026 in Review

Commonwealth Equity Services sold out of NYLIM Candriam U.S. Large Cap Equity ETF (IQSU) in Q1 2026, closing a stake of 5,483 shares — an estimated $300K sold.

Commonwealth Equity Services first reported a position in IQSU in Q1 2021 and held it in 18 quarters. The position peaked at $578K in Q4 2021. 21 funds tracked by Wall St. Rank hold IQSU as of Q1 2026.

Commonwealth Equity Services reported no remaining NYLIM Candriam U.S. Large Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
Commonwealth Equity Services sold 5,483 NYLIM Candriam U.S. Large Cap Equity ETF shares in Q1 2026, an estimated $300K.
Commonwealth Equity Services first reported a position in NYLIM Candriam U.S. Large Cap Equity ETF in Q1 2021 and held it in 18 quarters.
Commonwealth Equity Services's NYLIM Candriam U.S. Large Cap Equity ETF position peaked at $578K in Q4 2021.
21 funds tracked by Wall St. Rank held NYLIM Candriam U.S. Large Cap Equity ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.