Ethos Financial Group’s IQVIA IQV Stock Holding History

Ethos Financial Group’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
2026 Q2	$295K	Sell	1,190 -44	-4%	-$7.67K	0.02%	473
2026 Q1	$210K	Hold	1,234	–	–	0.02%	483
2025 Q4	$278K	Buy	+1,234	New	+$268K	0.02%	405

Other funds holding IQV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ethos Financial Group's IQV Position: Q2 2026 in Review

Ethos Financial Group reduced its IQVIA (IQV) stake by 3.6% in Q2 2026, selling an estimated $7.67K and leaving 1,190 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #473.

Ethos Financial Group first reported a position in IQV in Q4 2025 and has held it in 3 quarters since. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

Ethos Financial Group held 1,190 shares of IQVIA worth $295K as of Q2 2026.
Ethos Financial Group sold 44 IQVIA shares in Q2 2026, an estimated $7.67K.
IQVIA made up 0.02% of Ethos Financial Group's portfolio in Q2 2026, its #473 holding.
Ethos Financial Group first reported a position in IQVIA in Q4 2025 and has held it in 3 quarters since.
1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.