Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$68K Buy
50,121
+23,639
+89% +$40.8K ﹤0.01% 1239
2025
Q4
$51K Buy
+26,482
New +$56.7K ﹤0.01% 1301
2025
Q3
Sell
-14,432
Closed -$26K 1770
2025
Q2
$26K Sell
14,432
-433,694
-97% -$780K ﹤0.01% 1226
2025
Q1
$1.01M Buy
448,126
+255,538
+133% +$562K 0.06% 276
2024
Q4
$387K Buy
192,588
+93,903
+95% +$223K 0.02% 591
2024
Q3
$282K Buy
+98,685
New +$286K 0.02% 657
2023
Q1
Sell
-20,506
Closed -$109K 1779
2022
Q4
$109K Sell
20,506
-144,157
-88% -$420K 0.01% 925
2022
Q3
$446K Sell
164,663
-159,811
-49% -$593K 0.04% 448
2022
Q2
$1.36M Buy
+324,474
New +$1.31M 0.12% 159
2022
Q1
Sell
-24,011
Closed -$109K 1744
2021
Q4
$109K Sell
24,011
-115,638
-83% -$818K 0.01% 1099
2021
Q3
$1.12M Buy
+139,649
New +$1.45M 0.1% 202
2021
Q2
Sell
-248,895
Closed -$4.14M 1774
2021
Q1
$4.14M Buy
+248,895
New +$5.75M 0.29% 34
2019
Q2
Sell
-65,053
Closed -$1.56M 1644
2019
Q1
$1.56M Buy
65,053
+49,745
+325% +$1.1M 0.12% 199
2018
Q4
$228K Sell
15,308
-4,119
-21% -$86K 0.02% 878
2018
Q3
$526K Buy
+19,427
New +$579K 0.04% 578

Other funds holding IQ