SimplyRich’s iQIYI IQ Stock Holding History

SimplyRich’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
2025 Q2	–	Sell	-198,041	Closed	-$447K	–	220
2025 Q1	$447K	Sell	198,041 -131,119	-40%	-$288K	0.13%	149
2024 Q4	$661K	Buy	+329,160	New	+$780K	0.19%	104

Other funds holding IQ

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Triata Capital Hong Kong $552M AUM 2.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SimplyRich's IQ Position: Q2 2025 in Review

SimplyRich sold out of iQIYI (IQ) in Q2 2025, closing a stake of 198,041 shares — an estimated $447K sold.

SimplyRich first reported a position in IQ in Q4 2024 and held it in 2 quarters. The position peaked at $661K in Q4 2024. 137 funds tracked by Wall St. Rank hold IQ as of Q2 2025.

SimplyRich reported no remaining iQIYI position as of Q2 2025 after selling out during the quarter.
SimplyRich sold 198,041 iQIYI shares in Q2 2025, an estimated $447K.
SimplyRich first reported a position in iQIYI in Q4 2024 and held it in 2 quarters.
SimplyRich's iQIYI position peaked at $661K in Q4 2024.
137 funds tracked by Wall St. Rank held iQIYI as of Q2 2025.

Based on SimplyRich's 13F filing for Q2 2025, filed 24 Jul 2025.