John Overdeck’s IQ Candriam US Large Cap Equity ETF IQSU Stock Holding History

John Overdeck’s Portfolio IQSU Stock Details IQSU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$501K	Sell	8,000 -16,300	-67%	-$958K	﹤0.01%	4161
2026 Q1	$1.24M	Buy	+24,300	New	+$1.32M	﹤0.01%	3093
2025 Q3	–	Sell	-5,200	Closed	-$258K	–	3788
2025 Q2	$258K	Sell	5,200 -5,100	-50%	-$236K	﹤0.01%	2839
2025 Q1	$467K	Sell	10,300 -4,600	-31%	-$221K	﹤0.01%	2548
2024 Q4	$721K	Sell	14,900 -700	-4%	-$34.2K	﹤0.01%	2358
2024 Q3	$747K	Buy	+15,600	New	+$721K	﹤0.01%	2274

Other funds holding IQSU

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

PRRFG

Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return

PHAM

Palisades Hudson Asset Management Fort Lauderdale, Florida $286M AUM 27.19% 1-Year Est. Return

John Overdeck's IQSU Position: Q2 2026 in Review

John Overdeck reduced its IQ Candriam US Large Cap Equity ETF (IQSU) stake by 67% in Q2 2026, selling an estimated $958K and leaving 8,000 shares worth $501K. The position accounts for ﹤0.01% of the portfolio, ranked #4161.

John Overdeck first reported a position in IQSU in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.24M in Q1 2026. 23 funds tracked by Wall St. Rank hold IQSU as of Q2 2026.

John Overdeck held 8,000 shares of IQ Candriam US Large Cap Equity ETF worth $501K as of Q2 2026.
John Overdeck sold 16,300 IQ Candriam US Large Cap Equity ETF shares in Q2 2026, an estimated $958K.
IQ Candriam US Large Cap Equity ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4161 holding.
John Overdeck first reported a position in IQ Candriam US Large Cap Equity ETF in Q3 2024 and has held it in 6 quarters since.
John Overdeck's IQ Candriam US Large Cap Equity ETF position peaked at $1.24M in Q1 2026.
23 funds tracked by Wall St. Rank held IQ Candriam US Large Cap Equity ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.