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 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	–	2591
2023 Q2	$91	Hold	17	–	–	﹤0.01%	2446
2023 Q1	$124	Buy	+17	New	+$117	﹤0.01%	2328
2022 Q1	–	Sell	-386	Closed	-$2K	–	1778
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 $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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.7T 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Goldman Sachs New York $761B 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