Physician Wealth Advisors’s iQIYI IQ Stock Holding History

Physician Wealth 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 Q2	$1.02K	Buy	+979	New	+$1.14K	﹤0.01%	1826
2026 Q1	–	Sell	-412	Closed	-$792	–	2160
2025 Q4	$792	Hold	412	–	–	﹤0.01%	1706
2025 Q3	$1.05K	Buy	+412	New	+$912	﹤0.01%	1542
2025 Q2	–	Sell	-978	Closed	-$2.21K	–	1888
2025 Q1	$2.21K	Buy	978 +426	+77%	+$936	﹤0.01%	848
2024 Q4	$1.11K	Buy	+552	New	+$1.31K	﹤0.01%	921

Other funds holding IQ

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Physician Wealth Advisors's IQ Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in iQIYI (IQ) in Q2 2026: 979 shares worth $1.02K. The stake represents ﹤0.01% of the portfolio and ranks #1826 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in IQ as recently as Q4 2025.

Physician Wealth Advisors first reported a position in IQ in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.21K in Q1 2025. 129 funds tracked by Wall St. Rank hold IQ as of Q2 2026.

Physician Wealth Advisors held 979 shares of iQIYI worth $1.02K as of Q2 2026.
iQIYI was a new Physician Wealth Advisors position in Q2 2026.
iQIYI made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1826 holding.
Physician Wealth Advisors first reported a position in iQIYI in Q4 2024 and has held it in 5 quarters since.
Physician Wealth Advisors's iQIYI position peaked at $2.21K in Q1 2025.
129 funds tracked by Wall St. Rank held iQIYI as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.