Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$37.1K Buy
27,471
+4,600
+20% +$7.94K ﹤0.01% 978
2025
Q4
$43.9K Hold
22,871
﹤0.01% 933
2025
Q3
$58.5K Sell
22,871
-33,939
-60% -$75.1K ﹤0.01% 793
2025
Q2
$101K Buy
56,810
+37,513
+194% +$67.4K ﹤0.01% 564
2025
Q1
$43.6K Buy
19,297
+4,105
+27% +$9.02K ﹤0.01% 645
2024
Q4
$30.5K Sell
15,192
-29,806
-66% -$70.6K ﹤0.01% 651
2024
Q3
$129K Sell
44,998
-40,913
-48% -$119K ﹤0.01% 519
2024
Q2
$315K Sell
85,911
-58,170
-40% -$263K 0.01% 399
2024
Q1
$609K Sell
144,081
-67,302
-32% -$259K 0.02% 226
2023
Q4
$1.03M Buy
211,383
+126,152
+148% +$596K 0.04% 218
2023
Q3
$404K Buy
85,231
+12,697
+18% +$66.2K 0.06% 130
2023
Q2
$387K Buy
72,534
+28,544
+65% +$160K 0.07% 152
2023
Q1
$320K Buy
43,990
+31,101
+241% +$213K 0.04% 195
2022
Q4
$68.3K Buy
+12,889
New +$37.6K 0.01% 253

Other funds holding IQ