Waterloo Capital’s IQ Candriam US Large Cap Equity ETF IQSU Stock Holding History

Waterloo Capital’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 Q2	$1.13M	Buy	18,084 +366	+2%	+$21.5K	0.06%	228
2026 Q1	$907K	Hold	17,718	–	–	0.06%	218
2025 Q4	$970K	Hold	17,718	–	–	0.07%	213
2025 Q3	$942K	Hold	17,718	–	–	0.07%	197
2025 Q2	$879K	Sell	17,718 -167	-0.9%	-$7.73K	0.07%	196
2025 Q1	$811K	Hold	17,885	–	–	0.08%	192
2024 Q4	$866K	Sell	17,885 -1,743	-9%	-$85.1K	0.09%	177
2024 Q3	$940K	Sell	19,628 -552	-3%	-$25.5K	0.1%	169
2024 Q2	$918K	Sell	20,180 -2,941	-13%	-$130K	0.11%	160
2024 Q1	$1.03M	Sell	23,121 -7,910	-25%	-$339K	0.13%	144
2023 Q4	$1.3M	Buy	+31,031	New	+$1.22M	0.21%	112

Other funds holding IQSU

PRRFG

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

Waterloo Capital's IQSU Position: Q2 2026 in Review

Waterloo Capital increased its IQ Candriam US Large Cap Equity ETF (IQSU) stake by 2.1% in Q2 2026, buying an estimated $21.5K and bringing the position to 18,084 shares worth $1.13M. The position accounts for 0.06% of the portfolio, ranked #228.

Waterloo Capital first reported a position in IQSU in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.3M in Q4 2023. 2 funds tracked by Wall St. Rank hold IQSU as of Q2 2026.

Waterloo Capital held 18,084 shares of IQ Candriam US Large Cap Equity ETF worth $1.13M as of Q2 2026.
Waterloo Capital bought 366 IQ Candriam US Large Cap Equity ETF shares in Q2 2026, an estimated $21.5K.
IQ Candriam US Large Cap Equity ETF made up 0.06% of Waterloo Capital's portfolio in Q2 2026, its #228 holding.
Waterloo Capital first reported a position in IQ Candriam US Large Cap Equity ETF in Q4 2023 and has held it in 11 quarters since.
Waterloo Capital's IQ Candriam US Large Cap Equity ETF position peaked at $1.3M in Q4 2023.
2 funds tracked by Wall St. Rank held IQ Candriam US Large Cap Equity ETF as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.