FFA
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Farther Finance Advisors’s iQIYI IQ Stock Holding History

Farther Finance 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 		$2.66K Sell
1,929
-2,572
-57% -$4.44K ﹤0.01% 4780
2025
Q4 		$8.64K Buy
+4,501
New +$9.63K ﹤0.01% 4011
2025
Q2 		– Sell
-762
Closed -$1.7K – 4590
2025
Q1 		$1.7K Sell
762
-346
-31% -$761 ﹤0.01% 3455
2024
Q4 		$2.23K Sell
1,108
-1,298
-54% -$3.08K ﹤0.01% 2956
2024
Q3 		$6.88K Buy
2,406
+1,183
+97% +$3.43K ﹤0.01% 2521
2024
Q2 		$4.38K Buy
1,223
+43
+4% +$194 ﹤0.01% 2456
2024
Q1 		$5.06K Buy
1,180
+1,128
+2,169% +$4.34K ﹤0.01% 2061
2023
Q4 		$254 Buy
+52
New +$246 ﹤0.01% 3171

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 $5.7T 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
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
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