Osaic Holdings’s IQ Candriam US Large Cap Equity ETF IQSU Stock Holding History

Osaic Holdings’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 Q1	$32.5K	Buy	634 +1	+0.2%	+$54	﹤0.01%	5526
2025 Q4	$34.7K	Buy	633 +3	+0.5%	+$162	﹤0.01%	5501
2025 Q3	$32.4K	Buy	630 +1	+0.2%	+$51	﹤0.01%	5595
2025 Q2	$31.2K	Buy	629 +2	+0.3%	+$93	﹤0.01%	5379
2025 Q1	$28.5K	Buy	627 +2	+0.3%	+$96	﹤0.01%	5115
2024 Q4	$30.3K	Buy	625 +2	+0.3%	+$98	﹤0.01%	5066
2024 Q3	$29.9K	Buy	623 +1	+0.2%	+$46	﹤0.01%	5110
2024 Q2	$28.3K	Buy	622 +1	+0.2%	+$44	﹤0.01%	5097
2024 Q1	$27.5K	Buy	621 +167	+37%	+$7.17K	﹤0.01%	5152
2023 Q4	$19.1K	Buy	454 +50	+12%	+$1.96K	﹤0.01%	5520
2023 Q3	$15.1K	Hold	404	–	–	﹤0.01%	5704
2023 Q2	$15.7K	Hold	404	–	–	﹤0.01%	5719
2023 Q1	$14.3K	Buy	+404	New	+$13.7K	﹤0.01%	5775

Other funds holding IQSU

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

PRRFG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings's IQSU Position: Q1 2026 in Review

Osaic Holdings increased its IQ Candriam US Large Cap Equity ETF (IQSU) stake by 0.16% in Q1 2026, buying an estimated $54 and bringing the position to 634 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #5526.

Osaic Holdings first reported a position in IQSU in Q1 2023 and has held it in 13 quarters since. The position peaked at $34.7K in Q4 2025. 21 funds tracked by Wall St. Rank hold IQSU as of Q1 2026.

Osaic Holdings held 634 shares of IQ Candriam US Large Cap Equity ETF worth $32.5K as of Q1 2026.
Osaic Holdings bought 1 IQ Candriam US Large Cap Equity ETF share in Q1 2026, an estimated $54.
IQ Candriam US Large Cap Equity ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #5526 holding.
Osaic Holdings first reported a position in IQ Candriam US Large Cap Equity ETF in Q1 2023 and has held it in 13 quarters since.
Osaic Holdings's IQ Candriam US Large Cap Equity ETF position peaked at $34.7K in Q4 2025.
21 funds tracked by Wall St. Rank held IQ Candriam US Large Cap Equity ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.