O'Shaughnessy Asset Management’s IQ Candriam US Large Cap Equity ETF IQSU Stock Holding History

O'Shaughnessy Asset Management’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	$103K	Hold	2,004	–	–	﹤0.01%	2113
2025 Q4	$110K	Hold	2,004	–	–	﹤0.01%	2108
2025 Q3	$107K	Hold	2,004	–	–	﹤0.01%	2079
2025 Q2	$99.4K	Sell	2,004 -167	-8%	-$7.73K	﹤0.01%	1959
2025 Q1	$98.5K	Hold	2,171	–	–	﹤0.01%	1898
2024 Q4	$105K	Sell	2,171 -190	-8%	-$9.27K	﹤0.01%	1853
2024 Q3	$114K	Sell	2,361 -78	-3%	-$3.61K	﹤0.01%	1787
2024 Q2	$111K	Buy	+2,439	New	+$108K	﹤0.01%	1632

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 $1.42B AUM 21.08% 1-Year Est. Return

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

O'Shaughnessy Asset Management's IQSU Position: Q1 2026 in Review

O'Shaughnessy Asset Management held its IQ Candriam US Large Cap Equity ETF (IQSU) position steady in Q1 2026 at 2,004 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #2113.

O'Shaughnessy Asset Management first reported a position in IQSU in Q2 2024 and has held it in 8 quarters since. The position peaked at $114K in Q3 2024. 21 funds tracked by Wall St. Rank hold IQSU as of Q1 2026.

O'Shaughnessy Asset Management held 2,004 shares of IQ Candriam US Large Cap Equity ETF worth $103K as of Q1 2026.
O'Shaughnessy Asset Management left its IQ Candriam US Large Cap Equity ETF share count unchanged in Q1 2026.
IQ Candriam US Large Cap Equity ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #2113 holding.
O'Shaughnessy Asset Management first reported a position in IQ Candriam US Large Cap Equity ETF in Q2 2024 and has held it in 8 quarters since.
O'Shaughnessy Asset Management's IQ Candriam US Large Cap Equity ETF position peaked at $114K in Q3 2024.
21 funds tracked by Wall St. Rank held IQ Candriam US Large Cap Equity ETF as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.