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WPWM
Western Pacific Wealth Management’s
iQIYI
IQ
Stock Holding History
Western Pacific Wealth Management’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
Q1
$1.35K
Hold
1,000
–
–
﹤0.01%
184
2025
Q4
$1.92K
Hold
1,000
–
–
﹤0.01%
172
2025
Q3
$2.56K
Hold
1,000
–
–
﹤0.01%
177
2025
Q2
$1.77K
Hold
1,000
–
–
﹤0.01%
187
2025
Q1
$2.26K
Hold
1,000
–
–
﹤0.01%
188
2024
Q4
$2.01K
Hold
1,000
–
–
﹤0.01%
194
2024
Q3
$2.86K
Hold
1,000
–
–
﹤0.01%
231
2024
Q2
$3.67K
Hold
1,000
–
–
﹤0.01%
199
2024
Q1
$4.23K
Hold
1,000
–
–
﹤0.01%
217
2023
Q4
$4.88K
Hold
1,000
–
–
﹤0.01%
203
2023
Q3
$4.74K
Hold
1,000
–
–
﹤0.01%
219
2023
Q2
$5.34K
Hold
1,000
–
–
﹤0.01%
218
2023
Q1
$7.28K
Hold
1,000
–
–
0.01%
209
2022
Q4
$5.3K
Hold
1,000
–
–
﹤0.01%
211
2022
Q3
$2K
Hold
1,000
–
–
﹤0.01%
222
2022
Q2
$4K
Hold
1,000
–
–
﹤0.01%
161
2022
Q1
$4K
Buy
+1,000
New
+$4.17K
﹤0.01%
185
Other funds holding IQ
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Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Dallas, Texas
$30.5B AUM
29.95%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Fidelity International
Hamilton, Bermuda
$129B AUM
30.83%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Russell Investments Group
London, United Kingdom
$93.1B AUM
28.26%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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