Heartwood Wealth Advisors’s IQVIA IQV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$291K	Sell	1,846 -31	-2%	-$4.89K	0.03%	151
2025 Q1	$331K	Hold	1,877	–	–	0.04%	126
2024 Q4	$369K	Hold	1,877	–	–	0.04%	111
2024 Q3	$445K	Sell	1,877 -120	-6%	-$28.4K	0.05%	103
2024 Q2	$422K	Buy	+1,997	New	+$422K	0.05%	104