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
2020
Q3 		– Sell
-5,000
Closed -$12K – 2208
2020
Q2 		$12K Buy
+5,000
New +$92.8K ﹤0.01% 1867

Other funds holding IQ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Creative Planning's IQ Position: Q2 2026 in Review

Creative Planning increased its iQIYI (IQ) stake by 358% in Q2 2026, buying an estimated $110K and bringing the position to 120,913 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #4001.

Creative Planning first reported a position in IQ in Q2 2018 and has held it in 33 quarters since. The position peaked at $2.58M in Q1 2021. 129 funds tracked by Wall St. Rank hold IQ as of Q2 2026.

  • Creative Planning held 120,913 shares of iQIYI worth $126K as of Q2 2026.
  • Creative Planning bought 94,487 iQIYI shares in Q2 2026, an estimated $110K.
  • iQIYI made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4001 holding.
  • Creative Planning first reported a position in iQIYI in Q2 2018 and has held it in 33 quarters since.
  • Creative Planning's iQIYI position peaked at $2.58M in Q1 2021.
  • 129 funds tracked by Wall St. Rank held iQIYI as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.