IFP Advisors’s iQIYI IQ Stock Holding History

IFP 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	$69	Hold	51	–	–	﹤0.01%	4793
2025 Q4	$98	Buy	+51	New	+$109	﹤0.01%	4595
2023 Q4	–	Sell	-800	Closed	-$3.79K	–	3201
2023 Q3	$3.79K	Buy	+800	New	+$4.17K	﹤0.01%	2612
2023 Q1	–	Sell	-350	Closed	-$10K	–	3914
2022 Q4	$10K	Buy	+350	New	+$1.02K	﹤0.01%	3385
2021 Q4	–	Sell	-40	Closed	-$1K	–	3421
2021 Q3	$1K	Hold	40	–	–	﹤0.01%	3045
2021 Q2	$1K	Buy	40 +15	+60%	+$223	﹤0.01%	2904
2021 Q1	$0	Buy	+25	New	+$578	﹤0.01%	3666
2020 Q4	–	Hold	0	–	–	–	3522
2020 Q3	–	Hold	0	–	–	–	3396
2020 Q2	–	Hold	0	–	–	–	3253
2020 Q1	–	Sell	-100	Closed	-$2.25K	–	3235
2019 Q4	$2K	Sell	100 -1,200	-92%	-$22.1K	﹤0.01%	2521
2019 Q3	$22K	Buy	+1,300	New	+$23.9K	﹤0.01%	1721
2019 Q1	$94K	Sell	3,920 -48,634	-93%	-$1.07M	0.01%	712
2018 Q4	$808K	Sell	52,554 -4,744	-8%	-$99K	0.05%	401
2018 Q3	$1.55M	Buy	57,298 +15,582	+37%	+$464K	0.06%	314
2018 Q2	$1.35M	Buy	+41,716	New	+$1.02M	0.06%	332

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