CSWM
IQV icon

Cassady Schiller Wealth Management’s IQVIA IQV Stock Holding History

Cassady Schiller Wealth Management’s Portfolio IQV Stock Details IQV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$786 Buy
+4
New +$844 ﹤0.01% 849
2022
Q1 		– Sell
-5
Closed -$1K – 343
2021
Q4 		$1K Buy
+5
New +$1.3K ﹤0.01% 465

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Cassady Schiller Wealth Management's IQV Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in IQVIA (IQV) in Q4 2024: 4 shares worth $786. The stake represents ﹤0.01% of the portfolio and ranks #849 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in IQV as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in IQV in Q4 2021 and has held it in 2 quarters since. The position peaked at $1K in Q4 2021. 1,001 funds tracked by Wall St. Rank hold IQV as of Q4 2024.

  • Cassady Schiller Wealth Management held 4 shares of IQVIA worth $786 as of Q4 2024.
  • IQVIA was a new Cassady Schiller Wealth Management position in Q4 2024.
  • IQVIA made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #849 holding.
  • Cassady Schiller Wealth Management first reported a position in IQVIA in Q4 2021 and has held it in 2 quarters since.
  • Cassady Schiller Wealth Management's IQVIA position peaked at $1K in Q4 2021.
  • 1,001 funds tracked by Wall St. Rank held IQVIA as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.