Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$18.2K Sell
13,503
-421,323
-97% -$727K ﹤0.01% 3571
2025
Q4
$835K Buy
434,826
+308,187
+243% +$660K 0.02% 1160
2025
Q3
$324K Sell
126,639
-173,598
-58% -$384K 0.02% 1450
2025
Q2
$531K Buy
+300,237
New +$540K 0.02% 1056
2024
Q4
Sell
-126,659
Closed -$362K 2594
2024
Q3
$362K Buy
126,659
+98,169
+345% +$285K 0.03% 1065
2024
Q2
$105K Sell
28,490
-10,931
-28% -$49.3K 0.01% 1410
2024
Q1
$167K Buy
39,421
+25,425
+182% +$97.7K 0.02% 1232
2023
Q4
$68.3K Buy
+13,996
New +$66.1K 0.02% 1191
2023
Q1
Sell
-60,142
Closed -$319K 1468
2022
Q4
$319K Buy
+60,142
New +$175K 0.07% 548
2022
Q1
Sell
-45,063
Closed -$205K 806
2021
Q4
$205K Buy
+45,063
New +$319K 0.12% 365

Other funds holding IQ