EWA
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EverSource Wealth Advisors’s iQIYI IQ Stock Holding History

EverSource Wealth Advisors’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
2026
Q2 		$510 Buy
490
+8
+2% +$9 ﹤0.01% 4124
2026
Q1 		$650 Buy
482
+95
+25% +$164 ﹤0.01% 3994
2025
Q4 		$743 Buy
387
+146
+61% +$313 ﹤0.01% 3783
2025
Q3 		$617 Hold
241
– – ﹤0.01% 3894
2025
Q2 		$427 Sell
241
-17
-7% -$31 ﹤0.01% 3934
2025
Q1 		$584 Sell
258
-9
-3% -$20 ﹤0.01% 3406
2024
Q4 		$536 Sell
267
-429
-62% -$1.02K ﹤0.01% 3175
2024
Q3 		$1.99K Buy
696
+288
+71% +$836 ﹤0.01% 2551
2024
Q2 		$1.36K Buy
408
+400
+5,000% +$1.8K ﹤0.01% 2659
2024
Q1 		$39 Buy
+8
New +$31 ﹤0.01% 2866
2023
Q3 		– Sell
-17
Closed -$91 – 2582
2023
Q2 		$91 Hold
17
– – ﹤0.01% 2446
2023
Q1 		$124 Buy
+17
New +$117 ﹤0.01% 2328
2022
Q1 		– Sell
-386
Closed -$2K – 1777
2021
Q4 		$2K Buy
+386
New +$2.73K ﹤0.01% 1565

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 $112B AUM 36.28% 1-Year Est. Return

EverSource Wealth Advisors's IQ Position: Q2 2026 in Review

EverSource Wealth Advisors increased its iQIYI (IQ) stake by 1.7% in Q2 2026, buying an estimated $9 and bringing the position to 490 shares worth $510. The position accounts for ﹤0.01% of the portfolio, ranked #4124.

EverSource Wealth Advisors first reported a position in IQ in Q4 2021 and has held it in 13 quarters since. The position peaked at $2K in Q4 2021. 129 funds tracked by Wall St. Rank hold IQ as of Q2 2026.

  • EverSource Wealth Advisors held 490 shares of iQIYI worth $510 as of Q2 2026.
  • EverSource Wealth Advisors bought 8 iQIYI shares in Q2 2026, an estimated $9.
  • iQIYI made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4124 holding.
  • EverSource Wealth Advisors first reported a position in iQIYI in Q4 2021 and has held it in 13 quarters since.
  • EverSource Wealth Advisors's iQIYI position peaked at $2K in Q4 2021.
  • 129 funds tracked by Wall St. Rank held iQIYI as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.