Creative Planning
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Creative Planning’s iQIYI IQ Stock Holding History

Creative Planning’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
2019
Q3 		– Sell
-1,000
Closed -$1K – 2051
2019
Q2 		$1K Hold
1,000
– – ﹤0.01% 1996
2019
Q1 		$3K Buy
+1,000
New +$22.1K ﹤0.01% 1927

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 $5.72T 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 $666B 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 $871B 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

Creative Planning's IQ Position: Q1 2026 in Review

Creative Planning reduced its iQIYI (IQ) stake by 83% in Q1 2026, selling an estimated $221K and leaving 26,426 shares worth $35.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4018.

Creative Planning first reported a position in IQ in Q2 2018 and has held it in 32 quarters since. The position peaked at $2.58M in Q1 2021. 130 funds tracked by Wall St. Rank hold IQ as of Q1 2026.

  • Creative Planning held 26,426 shares of iQIYI worth $35.7K as of Q1 2026.
  • Creative Planning sold 127,841 iQIYI shares in Q1 2026, an estimated $221K.
  • iQIYI made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #4018 holding.
  • Creative Planning first reported a position in iQIYI in Q2 2018 and has held it in 32 quarters since.
  • Creative Planning's iQIYI position peaked at $2.58M in Q1 2021.
  • 130 funds tracked by Wall St. Rank held iQIYI as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.