CWA
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Crux Wealth Advisors’s IQVIA IQV Stock Holding History

Crux Wealth Advisors’s Portfolio IQV Stock Details IQV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.2M Buy
7,644
+1,375
+22% +$217K 0.51% 60
2025
Q1 		$1.11M Sell
6,269
-354
-5% -$62.4K 0.58% 60
2024
Q4 		$1.3M Buy
+6,623
New +$1.3M 0.72% 41